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The proliferation of generative AI and the growing adoption of Qualcomm's in-house developed Oryon CPU will help the company's PC-related processor business achieve breakthrough results in 2024, according to Kedar Kondap, SVP and GM of compute and gaming for the US chip vendor.
Chinese smartphone maker Oppo disbanded its chip design house Zeku in May, stimulating commentary on Zeku being the latest victim of the US-China chip war among the media in China. However, blaming geopolitical pressure for Zeku's failure does not help stakeholders to prevent the same mistake from recurring. Zeku's CEO Liu Jun and Oppo founder Duan Yongping made it clear: with sales far lower than expected, the investment needed for self-designed chips went through of the roof and it became prohibitively difficult to sustain the operation, thus...
With Starlink and satellite communication network growing in popularity and importance, Taiwan-based low-earth orbit (LEO) system integrators observed that the LEO satellite sector is not experiencing exponential growth, but linear growth. Nevertheless, they noted that the slope is much steeper compared to five years ago.
The success of SpaceX's Starlink has helped Taiwan-based electronics manufacturers to tap into the international satellite market. According to Taiwan-based suppliers, SpaceX is Taiwan's largest source of satellite-related orders. However, these suppliers indicated that SpaceX's domination in the sector as well as its "Apple-like" closed ecosystem will offer limited long-term benefits for Taiwan's supply chain, denting earlier hopes that the LEO satellite industry will replicate the successes seen in the notebook and smartphone sectors.
MediaTek is gearing up competition with Qualcomm in the market for satellite communications, aiming to have a bigger say in standard-setting.