Qualcomm’s Royalty Machine: How QTL Licensing Quietly Funds Everything Else
QTL is a sliver of Qualcomm's revenue that runs at margins the chip business can only dream about. It walked through antitrust regulators on…
Semiconductor coverage, chipsets, AI platforms — Qualcomm, Snapdragon, MediaTek, NVIDIA, Intel and AI innovation.
QTL is a sliver of Qualcomm's revenue that runs at margins the chip business can only dream about. It walked through antitrust regulators on…
Broadcom's $30 billion agreement with Apple, announced on July 7, 2026, ensures the production of custom silicon products through 2031. This commitment enhances Apple's…
MediaTek still sells more phone chips than anyone. By 2026 that's the least interesting thing about it: 3nm flagships, satellite NTN, and co-designing Google's…
Huawei says folding chips in 3D routes around US sanctions. One month later IBM showed a validated 0.7nm nanostack, going further on better tools.…
During the 2024 Paris Olympics, TDF and France Télévisions demonstrated 5G Broadcast, enabling simultaneous live streaming to multiple devices without data congestion. However, challenges…
KIOXIA's BiCS8 tops out at 218 layers, dead last among NAND makers. It also powers the 245.76TB LC9, the densest SSD on the planet.…
ASML from the Netherlands is the sole producer of advanced lithography machines essential for semiconductor manufacturing. xLight, led by Pat Gelsinger, aims to provide…
By the end of 2025, Phytium shipped over 13 million processors, primarily to Chinese government entities, driven by mandates rather than market demand. Despite…
Zhaoxin, a joint venture with VIA Technologies, holds a unique position as China's lone x86 chipmaker without U.S. sanctions. Despite being behind in technology,…
Hygon, a Chinese server chip manufacturer, evolved from a 2017 AMD EPYC architecture, leveraging a 2016 licensing deal. Despite U.S. sanctions halting new IP…
The Morefine M700S mini PC, powered by the Loongson 3A6000 processor, marks a significant achievement for Chinese silicon. Loongson's commitment to a self-designed ISA…
The Phone 1's final update landed in July 2026, closing four years of support at Android 15. But LineageOS 23 already runs Android 16…
Huawei's Mate 60 Pro unexpectedly launched in 2023 featuring the Kirin 9000S chip, surprisingly circumventing US sanctions. HiSilicon, Huawei's silicon arm, encompasses its mobile,…
Qualcomm's acquisition of SAM Seamless Network for $150 million highlights the importance of its network-native platform, securing 500 million devices across various ISPs. Maintaining…
The article discusses the challenges faced by Chinese CPU companies due to reliance on foreign technology and sanctions. It outlines five key players navigating…
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