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There is increasing evidence that Intel is likely to gain 20%-30% share in the iPhone 7 modem - the first time since 2011 with the iPhone 4 that Intel will be a baseband supplier for Apple.
Barron's
Morgan Stanley's James Faucette today weighs in on the speculation about whether Qualcomm may lose some share of the baseband modem chip business in Apple's iPhone to Intel, concluding that there's a real chance it will happen, but it doesn't threaten Qualcomm overall.
Barron's
US chipmakers will feel the sting of the US government's decision to restrict technology exports to China's ZTE. Qualcomm and Intel are both suppliers to ZTE, as is Singapore's Broadcom.
RCR wireless news
JP Morgan thinks TSMC has not lost its technological edge and Qualcomm will be coming back to the Taiwan manufacturer for 7nm in 2018.
Barron's
Qualcomm has agreed to pay $7.5 million to settle charges it violated US anti-bribery laws by hiring relatives of Chinese officials to obtain business, the US Securities and Exchange Commission said on Tuesday.
Fortune
The latest leak reveals that the new processor, dubbed Snapdragon 830, will support a massive 8GB of RAM and is expected to come with an enhanced Kryo custom architecture. It will also be built based on Samsung's 10nm process.
Tech Times
Intel has disclosed a compensation package that could be worth more than $25 million for an executive recruited from rival Qualcomm who will hold a pivotal position at the chip giant.
Marketwatch.com (Dow Jones)
Qualcomm announced three more mid-range chips today -- the Snapdragon 625, 435 and 425 -- all of which use Cortex-A53 CPU cores. The company also unveiled a gigabit LTE modem.
Tom's Hardware Guide
Qualcomm has introduced Qualcomm Snapdragon Wear, a new platform for next generation wearable devices, and the Snapdragon Wear 2100 system-on-chip (SoC), the first in a new product family designed to bring new and enhanced wearable experiences to consumers.
Company release
Qualcomm is poised to get a crucial stamp of approval for its fledgling push into server chips, a market dominated by Intel.
Bloomberg
The smartphone business is maturing and Qualcomm is feeling it.
Forbes
Nagraj Kashyap has agreed to join the venture capital arm of Microsoft, after spending the last 12 years leading Qualcomm Ventures.
Fortune
"Samsung is the sole supplier for all Qualcomm future 14nm chipsets and modems," Warren Lau, an analyst with Maybank Kim Eng in Hong Kong, said in emailed comments to EE Times. "This is also the case at 10nm."
EE Times
Samsung is planning to use Qualcomm's Snapdragon 820 application processor chip in some versions of the next Galaxy S, people with direct knowledge of the matter said.
Bloomberg
Qualcomm has asked a US federal court to compel some of its biggest customers and competitors-including Apple and Samsung Electronics-to hand over any documents they provided to South Korean antitrust authorities investigating the US chipmaker.
Wall Street Journal
Qualcomm Chief Executive Steve Mollenkopf has reason to be glad 2015 is over, after a series of disruptions and disappointments for the big chip maker. At the Consumer Electronics Show in Las Vegas, he launched a fusillade of Snapdragon processors designed to ensure a better year to come by taking that brand beyond its stronghold in smartphones.
Wall Street Journal
Qualcomm rejected calls to split itself in two, betting that keeping its chipmaking and patent licensing businesses together is the best formula for turning around an earnings slump and stock drop.
Bloomberg
Europe's competition regulator has accused Qualcomm of predatory pricing and paying a major handset maker to use its 4G baseband chips exclusively.
ZDNet
Qualcomm said Taiwan's Fair Trade Commission has launched an investigation into whether the chipmaker's patent licensing arrangements violate the Taiwan Fair Trade Act.
Reuters
Qualcomm faces new antitrust charges in South Korea that focus on a foundation of the chipmaker's lucrative patent-licensing business.
Wall Street Journal
Four Qualcomm VPs and execs absolutely denied that its new Snapdragon 820 was suffering from any thermal issues.
Fudzilla
Samsung Electronics plans to mass-produce a new processor that will be used in the company's next mobile devices, according to industry officials.
The Korea Times
Qualcomm said Wednesday that its revenue and profits fell in both the fourth quarter and the year as it struggled to get Chinese customers to pay for licenses.
Fortune
Qualcomm has signed a new worldwide 3G/4G license agreement with ZTE. The license includes terms that are consistent with the rectification measures that Qualcomm submitted to China's National Development and Reform Commission (NDRC) in February, 2015.
Company release
Qualcomm has revealed its plans to enter the server CPU market with a custom processor based on a design from UK chip company ARM.
PC World
Apple A9 chip cores in iPhone 6s and 6s Plus deliver a processor punch to Samsung, Qualcomm (Sep 25)
Preliminary testing of Apple's latest A-series mobile Application Processor shows that it brings a big jump in general CPU performance over last year's already speedy A8. It also advances Apple's lead in proprietary ARM core design performance over Samsung and Qualcomm.
Apple Insider
Qualcomm directly invests in Indian mobile and internet start-up companies to keenly foster the local ecosystem.
Company release
Qualcomm is slashing more than 1,300 full-time jobs in San Diego and has cut hundreds more in other states.
Business Insider
Jeff Sheley, a Northland analyst, wrote: "We now believe that Intel will capture roughly 50% of Apple's modem business in the upcoming iPhones due to launch September 9th."
EE Times
"To catch up with Qualcomm as soon as possible, we will pour 30 billion yuan, and probably even more, into the R&D of mobile chips in the next few years," Chairman Xu Jinghong was quoted as saying in an interview. A Tsinghua Holdings spokeswoman confirmed Xu's comments to the newspaper.
Reuters
Qualcomm has announced that its subsidiary, Qualcomm Atheros, has entered into a definitive merger agreement to acquire Ikanos Communications, a high performance broadband networking semiconductor and software provider enabling both central office and home gateway solutions.
Company release
Qualcomm, the world's largest maker of chips for mobile phones, won't sit on the sidelines as rivals get larger, according to its chief executive officer.
Bloomberg
Lalvani has more than 20 years of experience in sales, business development, strategic planning and business operations across the IT and telecom sectors.
Company release
Chipmaker Qualcomm said it may break itself up as it delivered its third profit warning this year and announced plans to slash jobs and spending in the face of rising competition.
Reuters UK
Qualcomm is expected to conduct a sweeping strategic review that will look at the possibility of a breakup, among other options, after an activist investor pushed for change at the chipmaker.
Wall Street Journal
The European Commission (EC), the administrative and executive body of the 28-nation European Union (EU), has opened two antitrust investigations into the behavior of Qualcomm with regard to its market dominance of semiconductors used in consumer electronics.
EE Times
Qualcomm is undergoing major restructuring and one side-effect of the overhaul is that some 4,000 jobs might be slashed.
Fudzilla
Tumbling markets and economic uncertainty in China pose a risk to major chipmakers such as Qualcomm that derive a big portion of their sales from the world's second-largest economy.
Reuters
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