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New iPhone will use Arm's chip technology for AI: report
Economic Times
ยท
11m ago
Medial
Apple's new iPhone, featuring the A18 chip, has reportedly been developed using Arm's latest V9 chip design. The announcement is expected to be made during Apple's fall event on September 9th, where new iPhones and updates to other devices and apps are likely to be unveiled. Apple's partnership with Arm, extending beyond 2040, bolsters Arm's chip technology, which accounts for 50% of smartphone revenue. Arm's technology is licensed to Apple and other companies, enabling them to design custom chips for their devices.
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Arm CEO Rene Haas on the AI chip race, Intel, and what Trump means for tech - The Verge
The Verge
ยท
7m ago
Medial
Rene Haas, CEO of Arm, was interviewed at an event hosted by AlixPartners. They discussed the shifts in the chip industry, the impact of AI, Arm's role as a chip designer, the company's relationship with SoftBank, the problems at Intel, the US-China debate, tariffs, and Arm's future strategies. Haas mentioned the potential of Arm designing its own chips and addressed concerns about competing with customers. He also highlighted the growth of AI workloads and Arm's focus on software optimization. Overall, the interview provided insights into Arm's positioning in the tech industry and its plans for the future.
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Chip tech provider Arm narrows full-year forecast, stock plunges
Economic Times
ยท
6m ago
Medial
Chip tech provider Arm Holdings has revised its full-year revenue forecast to $3.94 billion to $4.04 billion, narrowing from its previous guidance. Despite slightly topping Wall Street's current-quarter expectations, Arm's shares fell by about 6%. While Arm's technology powers nearly every smartphone and significantly contributes to the AI boom, it benefits indirectly by raising licensing and royalty fees. The company's third-quarter revenue rose 19% to $983 million, exceeding analyst estimates.
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Open-Source chip design takes hold in silicon valley
Livemint
ยท
1y ago
Medial
RISC-V, an open-source chip instruction set developed in 2010, is gaining popularity among technology companies seeking customized and cost-effective chips for AI and mobile devices. RISC-V allows for greater customization compared to proprietary designs like Arm, enabling companies to design specialized chips at lower costs. Tech heavyweights like Google and Qualcomm are exploring RISC-V for their mobile devices and AI computing. RISC-V's rise threatens Arm's dominance in the market, particularly if it gains traction in China, where companies aim to reduce dependence on Western chip technology.
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Apple unveils a souped-up and more expensive version of its lowest priced iPhone
Economic Times
ยท
5m ago
Medial
Apple has unveiled the iPhone 16e, a more expensive version of its lowest-priced model, aimed at integrating AI technology. Priced at $600, it features enhancements like a more powerful chip, battery, and camera, supporting new AI capabilities and facial recognition. Despite a 40% price increase from the last iPhone SE, the 16e remains cheaper than standard models. The phone is available for pre-order now and will hit stores on February 28.
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iPhone 17 and iPhone 17 Air tipped to feature 120Hz LTPO displays
Livemint
ยท
9m ago
Medial
Apple is rumored to equip its upcoming iPhone 17 and iPhone 17 Air with ProMotion displays to address the criticism faced by the iPhone 16 standard models for having a 60Hz refresh rate. According to a recent report, the new iPhones will feature LTPO (Low-Temperature Polycrystalline Oxide) technology, which allows for a variable refresh rate and is known for its power efficiency. The supply of display panels will come from Samsung and LG. However, it is still unknown whether the new iPhones will support refresh rates down to 10Hz or 1Hz.
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Micron starts mass production of memory chips for use in Nvidia's AI semiconductors
Economic Times
ยท
1y ago
Medial
Micron Technology has begun mass production of its high-bandwidth memory (HBM) semiconductors for use in Nvidia's latest AI chip, causing its stock to rise over 5%. The HBM3E chip will consume 30% less power than competitors and help meet the increasing demand for chips powering generative AI applications. Designed for Nvidia's next-gen H200 graphic processing units, the chip is expected to surpass the current H100 chip, driving even more revenue for the chip manufacturer. Micron's entry into the HBM chip market also provides an alternative supplier for GPU makers such as AMD, Intel, and Nvidia.
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Apple iPhone 15 Pro likely to get two new colours: Report
Livemint
ยท
1y ago
Medial
Apple is reportedly planning to introduce grey and blue color options for the iPhone 15 Pro while discontinuing the gold and purple variants. The grey variant will use a subdued tone of titanium for the frame, while the blue option will be lighter than the existing midnight blue. Earlier rumors of a crimson red hue have been replaced by the new color choices. The iPhone 15 Pro is expected to launch in September 2023 with an A17 Bionic chip, a 48-megapixel rear camera, a pill-shaped notch, and other features like color-matched charging cables. Apple is also said to be working on the A19 Bionic and M5 chip for future devices.
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Arm Holdings to cancel Qualcomm chip design license: reports
Economic Times
ยท
9m ago
Medial
Arm Holdings is reportedly terminating its architectural license agreement with partner Qualcomm, allowing the British chipmaker to use its intellectual property for chip design. Arm has given Qualcomm a 60-day notice of cancellation. The agreement currently permits Qualcomm to create its own chips based on Arm's standards. The cancellation comes amidst an ongoing legal battle between the two companies, scheduled to begin in December. Arm, majority-owned by SoftBank Group, sued Qualcomm for failing to negotiate a new license after its acquisition of Nuvia for $1.4 billion in 2021.
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Why export restrictions aren't the only thing to pay attention to in Nvidia's earnings | TechCrunch
TechCrunch
ยท
2m ago
Medial
Nvidia's upcoming earnings report will shed light on the impact of U.S. chip export controls. However, Kevin Cook from Zacks Investment Research emphasizes the significance of Nvidia's new GB200 NVL72 exascale computers, which started shipping this quarter. Despite export concerns, Nvidia's robust global demand, especially for cutting-edge AI technology, is crucial. Cook highlights ongoing enterprise interest in upgrading AI hardware, impacting Nvidia's future. Export restrictions may have short-term effects, but Nvidia's resilience remains strong.
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MediaTek designs Arm-based chip for Microsoft's AI laptops
Economic Times
ยท
1y ago
Medial
Chip design giant MediaTek is working on an Arm-based computer chip that will run Microsoft's Windows operating system. This move directly challenges Apple's Arm-based chips for Mac computers and could pose a threat to Intel's dominance in the PC market. The MediaTek chip, based on Arm's ready-made designs, is expected to launch late next year after Qualcomm's exclusive deal expires. It's unclear if Microsoft has approved the chip for its Copilot+ Windows program. Nvidia and AMD are also reportedly working on Arm designs for Windows machines, with Nvidia collaborating with MediaTek on its PC chip.
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