Sony, TSMC confirm deal to set up smartphone camera chip venture in Japan
JAPAN 13:21

Sony, TSMC confirm deal to set up smartphone camera chip venture in Japan

Sony Semiconductor Solutions and Taiwan Semiconductor Manufacturing Company have confirmed a binding agreement to work together on making imaging chips. They plan to set up the joint venture as Advanced Vision Semiconductor Manufacturing Corporation, with production based in Koshi City in Japan. TSMC will set up a production line with the latest manufacturing techniques to produce Sony's image sensors used in smartphones. Volume production is planned to start in 2029.

GCT Semiconductor 5G shipments soar 70% in Q2 as company targets further H2 expansion
GLOBAL 11:50

GCT Semiconductor 5G shipments soar 70% in Q2 as company targets further H2 expansion

GCT Semiconductor said it shipped an increased volume of its 5G RF chipsets in the second quarter. Eight months on from the first production orders reaching customers, 5G volumes accelerated 70 percent sequentially to 5,100 units. The acceleration reflects a strong commercial runway in GCT's target segments, namely terrestrial broadband, satellite and NTN connectivity, and IoT/specialised networks. GCT is confident it will meet expectations for higher 5G shipments in July to December than in the first half

Intel raises USD 20 bln in share sale to fund growth plans
GLOBAL 10 AUG

Intel raises USD 20 bln in share sale to fund growth plans

Intel has raised USD 20 billion in an underwritten public offering of its shares. The stock sale is expected to support investment in production capacity and product development as the chipmaker works to meet the booming demand for AI computing equipment. Intel said it will use the proceeds for capital expenditure and working capital, among other corporate expenses.

Intel selects Marvell's Jarnac to head global sales
GLOBAL 10 AUG

Intel selects Marvell's Jarnac to head global sales

Intel said it has appointed Marvell's Dean Jarnac to serve as its chief sales officer and executive vice president from September. Jarnac, currently CSO and executive VP with Marvell, will take global oversight across Intel's sales operation, aiming to bolster customer ties and go-to-market activity in portfolios including data centres, AI, networking and ASICs (application-specific integrated circuits). Jarnac will report directly to Intel's CEO Lip-Bu Tan. His appointment comes as Intel's current chief re

Apple tests CXMT chips for new DRAM supplies - report
GLOBAL 10 AUG

Apple tests CXMT chips for new DRAM supplies - report

Apple has been testing memory chips from China's CXMT across product lines including iPhones and MacBooks, people familiar with the matter told the Wall Street Journal. The company is hoping the Chinese DRAM supplier may be able to help alleviate the shortage in chips caused by the AI boom in demand. The chips would go in Apple products sold in China, the report said. 

SK Hynix invests in domestic supply chain for memory components
KOREA, REPUBLIC OF 8 AUG

SK Hynix invests in domestic supply chain for memory components

SK Hynix has allocated KRW 54 trillion (USD 38.4 billion) to build two memory chip fabrication plants in its native South Korea. The plants will be located in the city of Yongin in the Seoul Metropolitan Area, and at Cheongju in North Chungcheong province. 

Sequans' revenue decline eases to 8% in Q2, return to growth expected in Q3
GLOBAL 5 AUG

Sequans' revenue decline eases to 8% in Q2, return to growth expected in Q3

IoT chipmaker Sequans Communications reported second-quarter revenue of USD 7.5 million, slightly above the guidance provided in May. Performance improved as expected, with the revenue decline easing to 8 percent following the 25 percent drop recorded in the first quarter. The company reiterated that first-half performance was impacted by an unfavourable comparison effect, as H1 2025 benefited from the sale and licensing of intellectual property to Qualcomm. Excluding Qualcomm-related revenue, first-half ye

Qualcomm promotes Middle East and Africa lead to EMEA president
MIDDLE EAST 5 AUG

Qualcomm promotes Middle East and Africa lead to EMEA president

Qualcomm has formally unveiled Wassim Chourbaji as its newly appointed president for the Europe, Middle East and Africa (EMEA) business. His new role is effective immediately. Chourbaji has been with Qualcomm for more than 20 years, most recently serving as president of the Middle East and Africa (MEA) unit. He has also led on Qualcomm's EMEA-wide government affairs activity. 

AMD meets best case Q2 sales outlook and turns record net profit
GLOBAL 5 AUG

AMD meets best case Q2 sales outlook and turns record net profit

AMD reported record profits for the second quarter as customers lapped up volumes of its server and cloud-grade computing chips. Net profits soared 163 percent year-on-year to USD 2.3 billion, with revenues up by around 50 percent to USD 11.5 billion, also a new high for the company. Q2 sales finished at the ceiling of AMD's USD 10.9 - 11.5 billion guidance, while the adjusted gross margin rose 13pp year-on-year to 56 percent.

SK Hynix and Sandisk unveil high-bandwidth flash memory specification
GLOBAL 4 AUG

SK Hynix and Sandisk unveil high-bandwidth flash memory specification

SK Hynix and Sandisk have officially unveiled an open flash storage specification poised to realise bandwidth advances already seen in the dynamic RAM memory segment. The partners are preparing to publish the inaugural spec for a standardised flash storage protocol dubbed High Bandwidth Flash (HBF). The standard will be presented this week at the Future of Memory and Storage event in Santa Clara from 04 to 06 August.

EnSilica joins EU R&D project to mature IRIS2 user terminal
EUROPE 3 AUG

EnSilica joins EU R&D project to mature IRIS2 user terminal

EnSilica has confirmed its involvement in an EU-funded satcom R&D consortium tasked with designing a compact 5G-NTN user terminal. The 5G-Antenna project is led by Silicon Austria Labs, operator of electronics and software-specialised research hubs in Graz and Linz, Austria. The user terminal would support access to the EU's planned multi-orbit satellite internet constellation, IRIS2, ahead of the envisaged deployment in 2027. 

SK to sell 70% stake in SK Siltron to Doosan for KRW 2.3 trillion
KOREA, REPUBLIC OF 3 AUG

SK to sell 70% stake in SK Siltron to Doosan for KRW 2.3 trillion

South Korea's SK has announced that its board of directors has approved the sale of the company's 70.6 percent controlling stake in semiconductor wafer manufacturer SK Siltron to Doosan for KRW 2.3 trillion (approximately USD 1.6 billion), Yonhap reports, citing a regulatory filing. The deal concludes seven months of negotiations after Doosan was named preferred bidder in December 2025. The transaction is scheduled for completion in January 2027.

GLOBAL 31 JUL

Mediatek realises surprise increase in Q2 sales and forecasts stronger FY growth

MediaTek reported better-than-expected sales for the second quarter, as expansion into new product segments helped offset the slowdown in the smartphone market. Revenue rose 2.0 percent quarter-over-quarter and 1.2 percent year-over-year to TWD 152.2 billion, exceeding the chipmaker's guidance. The trend is expected to continue in Q3, leading to strong growth in the full year.

INDIA 31 JUL

India unveils proposal to create telecoms production powerhouse in Madhya Pradesh

India is preparing to establish a dedicated telecom manufacturing and research zone (TMZ) in the state of Madhya Pradesh. The policy envisages the construction of a 350-acre industrial cluster in the city of Gwalior, capitalising on Madhya Pradesh's arterial location within India. The national government believes the project will attract an influential congregation of telecom manufacturers and innovators, with a focus on building turnkey production and research capacity to encourage domestic businesses.

KOREA, REPUBLIC OF 31 JUL

KT teams up with DeepX, Sesol to develop AI edge devices for transport market

KT announced a partnership with chipmaker DeepX and transport equipment specialist Sesol to develop edge AI devices and services for commercial vehicles. The AI edge boxes will be equipped with low-power and low-heat NPUs from DeepX, supporting the expansion of on-device AI services such as real-time video analysis for transport equipment like EV charging stations and mobile CCTVs. 

GLOBAL 31 JUL

Intel Capital backs USD 300 mln funding for connectivity and switch silicon developer Xsight Labs

Connectivity silicon developer Xsight Labs has announced the completion of a USD 300 million+ funding round at a post-money valuation of around USD 2.8 billion. The transaction is led by Fidelity Management & Research Company with participation from unnamed investors in Xsight's existing shareholder base, as well as new participants. These include chipmaker Intel's corporate venturing arm, Intel Capital, in addition to Aliya Capital Partners, Atreides Management, Artisan Partners, Battery Ventures and Diago

JAPAN 31 JUL

Sony Q1 results get boost from US tariff refunds

Sony reported a strong increase in profits for its fiscal first quarter to June, driven by improved profitability at its mobile imaging sensors business. The company increased its forecasts for full-year results, helped also by positive forex effects, a refund on US trade tariffs at the Playstation division and a takeover in the music business. For the three months to June, revenues rose 8 percent year-on-year to JPY 2.84 trillion, operating profit increased 40 percent to JPY 477 billion, and the net profit

INDIA 30 JUL

Marvell earmarks USD 250 million investment to expand India R&D presence

Marvell Technology has announced a major expansion of its Indian engineering presence funded by a USD 250 million investment, including plans to build out R&D facilities in Bangalore and Hyderabad. Marvell expects the size of its Indian workforce to double within the next three years, injecting additional resources to guide its next-generation semiconductor projects, including communications components for cloud and AI data infrastructure.

GLOBAL 30 JUL

Qualcomm lands BMW deal to supply next-gen automotive compute

Qualcomm has clinched a ten-year deal to become BMW's main supplier of computing components enabling the automaker's upcoming digital cockpit, advanced driver assistant (ADAS), and automated driving systems. The agreement sees Qualcomm supply silicon system-on-chips (SoCs) and broader silicon solutions based on its Snapdragon Digital Chassis suite and the Snapdragon Elite automotive SoC platform. 

GLOBAL 30 JUL

Qualcomm net profit falls 25% on smartphone market slump

Qualcomm reported lower results for its fiscal third quarter to June, as its expansion into new markets was unable to offset the slowdown in smartphone demand. Revenues declined 4 percent year-on-year to USD 9.95 billion, in line with the company's forecast, and pretax profit fell 17 percent to USD 2.46 billion. The company's net profit was down 25 percent to USD 2.00 billion.

GLOBAL 30 JUL

Arm posts record Q1 as AI data centre demand offsets smartphone weakness

Arm Holdings reported record first-quarter licensing and royalty revenue as AI infrastructure demand continued to accelerate, although its shares fell after management said smartphone weakness and rising memory prices would slow royalty growth, trimming its full-year royalty growth outlook to the high teens from around 20 percent, despite issuing second-quarter revenue guidance above market expectations.

GLOBAL 29 JUL

Qorvo reports surging Q1 profits on buoyant operational performance

Signal components maker Qorvo has announced an expansion of its bottom line of more than threefold in its first fiscal 2027 quarter to end-June. Net profits surged to USD 85.8 million from USD 25.6 million a year earlier, thanks in part to a change in the sales mix in Qorvo's Advanced Cellular Products (ACG) Group. Qorvo reported revenue expansion in double figures across its defence and aerospace, infrastructure and power delivery end markets, though its group turnover of USD 784.8 million was 4.2 percent

GLOBAL 29 JUL

Skyworks beats EPS mid-case despite lower sales in fiscal Q3

Skyworks Solutions reported revenues in line with prior guidance in its third fiscal quarter to 03 July. Group revenues of USD 935 million were 3.1 percent lower year-on-year but still finished within Skyworks' USD 900 - 950 million outlook. Skyworks CEO and president Phil Brace hailed a solid quarter for the business and noted earnings had surpassed expectations. Adjusted diluted EPS reached USD 1.08 in fiscal Q3, compared with USD 1.03 at the midpoint of Skyworks' sales guidance. The performance reflects

GLOBAL 29 JUL

NXP Semiconductors tops Q2 outlook with revenues up 19%

NXP Semiconductors reported results for the second quarter at the high end of its guidance, driven by demand from the automotive, physical AI and data centre segments. Revenue rose 19 percent year-on-year to USD 3.50 billion, its gross margin improved to 57.3 percent from 53.4 percent a year ago, and operating profit was up 56 percent to USD 1.07 billion. The net profit jumped 72 percent to USD 767 million.

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