Bloomberg
Apple Extends Chip Deal With Qualcomm
Apple Inc. is extending an agreement to get modem semiconductors from Qualcomm Inc. for three more years, a sign that its ambitious effort to design the chips in-house is taking longer than expected. Qualcomm shares surged on the news....
Bloomberg
Arm IPO: Chip Designer May Lift Price Range Ahead of Listing
Arm Holdings Ltd. is considering raising the price range of its initial public offering after meeting investors for what would be the world's largest listing this year, according to people familiar with the matter. Alex Webb has more on...
Bloomberg
Apple Renews Qualcomm Deal in Sign Its Own Chip Isn't Ready
Apple is extending an agreement to get modem semiconductors from Qualcomm for three more years, a sign that its ambitious effort to design the chips in-house is taking longer than expected. Bloomberg's Mark Gurman joins Ed Ludlow on...
Bloomberg
BI Analyst on Apple's Extension of Qualcomm Chip Deal
Qualcomm shares surged in New York after Apple extended a deal to get modem semiconductors from the chip giant. Bloomberg Intelligence says the contract extension could result in significant upside to Qualcomm's sales estimates. Senior...
Bloomberg
Huawei's High-Tech Phone Chip Surprise
Huawei's release of a mobile phone utilizing technology the US has sought to keep out of Beijing's hands has set off alarm bells this week in Washington. Huawei's Mate60 Pro is powered by a new 7-nanometer processor that was fabricated...
Bloomberg
Huawei Teardown: SK Hynix Investigating Use of Its Chips
SK Hynix Inc. has opened an investigation into the use of its chips in the latest phone from Huawei Technologies Co., after a teardown of the device revealed its memory and flash storage inside. Vlad Savov reports on Bloomberg Television.
Bloomberg
US Lawmaker Says SMIC's Huawei Chip May Violate Sanctions
US Congressman Michael McCaul says China's top chipmaker, Semiconductor Manufacturing International Corp., "warrants investigation" as the company appears to have violated US sanctions by supplying components to Huawei Technologies Co....
Bloomberg
SoftBank's Arm Seeks Up to $4.87 Billion in Downsized IPO
SoftBank Group Corp.'s chip-designer unit Arm Holdings Ltd. is planning to raise as much as $4.87 billion in the long-anticipated initial public offering. This marks lowered ambitions for a share sale that was once expected to generate...
Bloomberg
SEMI on Global Semiconductor Industry Outlook
Ajit Manocha, President and CEO at SEMI, discusses his outlook for the global semiconductor manufacturing and supply chain sector. He speaks with Haidi Stroud-Watts and Vonnie Quinn on "Daybreak Asia".
Bloomberg
Huawei Teardown Reveals China Chip Breakthrough
Huawei and China's top chipmaker have built an advanced 7-nanometer processor to power its latest smartphone, a sign Beijing is making early progress in a nationwide push to circumvent US efforts to contain its ascent. Peter Elstrom...
Bloomberg
SoftBank Is Said to Line Up Apple, Nvidia as Strategic Arm IPO Backers
SoftBank Group Corp. is said to have lined up some of Arm Ltd.'s biggest customers as strategic investors for the chip company's initial public offering. Those include Apple Inc., Nvidia Corp., Intel Corp. and Samsung Electronics Co.,...
Bloomberg
Miller: US Will Never Be Independent in Chips
Chris Miller, "Chip War" author, tells us why the US will never be independent in semiconductor production, but thinks that a two-pronged approach can help the US preserve its lead over China.
Bloomberg
Bernstein's Rasgon Likes Long Term Story for Broadcom
Stacy Rasgon, Bernstein Research Senior Analyst, likes the long term story for Broadcom and says artificial intelligence is a bright spot for the chipmaker. Broadcom delivered a disappointing sales forecast and the stock fell.
Bloomberg
What's the Main Challenge for Investors in India?
Mixo Das, Asia equity strategist at JPMorgan, discusses the economies and financial markets of China and India, and shares his take on the artificial intelligence theme. He speaks with Shery Ahn and Haidi Stroud-Watts on "Bloomberg...
Bloomberg
Morgan Stanley's Slimmon Sees Strong Fourth-Quarter for Stocks
Andrew Slimmon, senior portfolio manager and managing director at Morgan Stanley Investment Management, says the "pain of being out of the market," corporate earnings growth, and US infrastructure spending will back his bullish call for...
Bloomberg
BNP Paribas: Would Play AI Theme From a More Diversified Approach
Grace Tam, chief investment advisor at BNP Paribas Wealth Management Hong Kong, explains why she favors Japanese stocks. She also shares her views on the artificial intelligence theme. She speaks with Haidi Stroud-Watts and Shery Ahn on...
Bloomberg
Huawei Said to Build Secret Network for Chips
The Washington-based Semiconductor Industry Association is warning that Huawei is building a collection of secret semiconductor-fabrication facilities across China. Ian King reports on "Bloomberg Technology."
Bloomberg
Nvidia Beats Estimates, Approves $25 Billion in Buybacks
Nvidia said sales will be about $16 billion in the three months ending in October. Analyst had estimated just $12.5 billion, according to data compiled by Bloomberg. Nvidia also approved an additional $25 billion in stock buybacks. Ed...
Bloomberg
Huawei Building Secret Network for Chips: Trade Group
A leading association of global chip companies is warning that Huawei Technologies Co. is building a secret chipmaking network to help skirt US sanctions. Debby Wu reports on Bloomberg Television.
Bloomberg
Arm Holdings Files for IPO
SoftBank Group Corp. semiconductor unit Arm filed for what is set to be the year's largest US initial public offering, disclosing key details of its finances and giving struggling equities markets their biggest lift in almost two years....
Bloomberg
SoftBank's Semiconductor Unit Arm Files for IPO
SoftBank Group's semiconductor unit Arm filed for what is set to be the year's largest US initial public offering, disclosing key details of its finances and giving struggling equities markets their biggest lift in almost two years. Sri...
Bloomberg
Futurum CEO Sees Plenty of Opportunities for Intel
Futurum Group CEO Daniel Newman says despite Intel abandoning its $5.4 billion deal for Tower Semiconductor, the chip company has plenty of opportunities. He speaks with Ed Ludlow and Caroline Hyde on "Bloomberg Technology."
Bloomberg
Intel Scraps $5.4 Billion Deal for Israel's Tower
Intel said it's walking away from its attempt to acquire Tower Semiconductor, abandoning a $5.4 billion deal after failing to win regulatory approval in time. Debby Wu has the details.
Bloomberg
US Semiconductor Race With China
Sam Palmisano, Center for Global Enterprise Chairman discusses the US need to find tech talent and the race with China for semiconductors . He speaks with David Westin and Romaine Bostick on "Wall Street Week Daily."
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