Subject


Qualcomm


2023-12-12

[News] Samsung’s Discount Strategy Challenges TSMC as the Battle for 2nm Orders Heats Up

Both TSMC and Samsung plan to start production on the 2nm process in 2025, triggering an early battle for related orders. According to sources reported by the Financial Times (FT), Qualcomm intends to shift production of its next-generation high-end mobile chips from TSMC to Samsung's 2nm process. S...

2023-12-01

[News] Samsung Fails to Secure Qualcomm’s 3nm Orders for the Coming Year, Dual Foundry Strategy Postponed

According to TechNews' report, TSMC and Samsung fiercely compete in the semiconductor foundry sector. Earlier market reports suggested that Qualcomm's Snapdragon 8 Gen 4 mobile processor might adopt a dual-foundry strategy with TSMC and Samsung manufacturing simultaneously. However, according to ...

2023-11-27

[News] IC Design Companies Seek Advanced Process Second Source, Overview of Competition Between TSMC and Samsung

According to TechNews' report, Apple, NVIDIA, AMD, Qualcomm, and MediaTek all utilize TSMC's semiconductor processes for manufacturing their latest chips, with some potentially employing Samsung's foundry, though typically not for flagship products. With Samsung's improved yield rates in recent m...

2023-11-24

[Insights] MediaTek Collaborates with Meta to Develop Next-Generation Smart Glasses Chip

MediaTek announced a collaboration with Meta to develop its next-generation smart glasses chip. Since Meta has previously used Qualcomm chips for its two generations of smart glasses products, it is speculated that Meta's expansion of chip suppliers is aimed at maintaining supply chain flexibility a...

2023-11-21

[News] Tech Giants Launch AI Arms Race, Aiming to Spark a Wave of Smartphone and Computer Upgrades

According to CNA’s news, the potential business opportunities in artificial intelligence have spurred major tech giants, with NVIDIA, AMD, Intel, MediaTek, and Qualcomm sequentially launching products featuring the latest AI capabilities. This AI arms race has expanded its battleground from ser...

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