• 2303
• QCOM
• TSM

UMC wins Qualcomm advanced packaging order, challenges TSMC's lead- Economic Daily

UMC secures a major contract with Qualcomm for advanced packaging, challenging TSMC's dominance and positioning UMC in key tech markets by enhancing chip performance.

• ARM
• QCOM

Arm vs Qualcomm trial begins over AI chip licensing

A trial between Arm Ltd and Qualcomm Inc over intellectual property and Qualcomm's Nuvia acquisition may reshape AI computing. Key testimonies expected this week.

• 9984
• AAPL
• MSFT
• QCOM

Arm-Qualcomm trial set to begin over chip contract dispute

Arm and Qualcomm face off in a trial over licensing disputes affecting AI PC chip development, with key executives expected to testify.

• AAPL
• AVGO
• QCOM

Apple nears switch from Broadcom chips; eyes in-house launch next year: Bloomberg

Apple plans to use its own in-house Bluetooth and Wi-Fi chip, Proxima, starting next year, shifting from Broadcom components and aiming for energy efficiency.

• AAPL
• INTC
• QCOM
• TSM

Intel should have focused on AI rather than chipmaking, TSMC founder says

Intel should prioritize AI over becoming a foundry, says TSMC founder Morris Chang following Gelsinger's departure as CEO amid strategy struggles.

• AAPL
• AVGO
• INTC
• QCOM
• QRVO
• SWKS

Apple plans three-year modem rollout to compete with Qualcomm, Bloomberg News reports

Apple plans to launch its own cellular modem chips in 2024, replacing Qualcomm components, aiming to surpass Qualcomm technology by 2027, impacting suppliers and partners.

• AAPL
• QCOM

Qualcomm shares down after report of Apple’s in-house modem debut

Qualcomm shares fell 1% after reports of Apple debuting in-house modems in the iPhone SE, potentially impacting Qualcomm's profits significantly by 2027.

• AAPL
• INTC
• NVDA
• QCOM
• TSM
• TXN

TSMC founder Morris Chang offered top job to Jensen Huang, memoir shows

• INTC
• QCOM

Qualcomm's interest in acquiring Intel has cooled, Bloomberg News reports

• INTC
• QCOM

Qualcomm takeover interest for Intel has cooled- Bloomberg