Apple Inc. is developing its own modem chips while Cristiano Amon serves as CEO of Qualcomm.
5 reports, 4 independent
Updated Sep 26
Gone quiet
Reached 2 outlets in its first 24 hours
- Reports
- 5
- Developments
- 3
- Repetition
- 60%
New informationRepeats or wire copies
AI-generated analysis. Brind wrote this summary from the reports listed below. It can be wrong. Each section says how much you can rely on it, and the sources are linked so you can check.
What happened
Apple Inc. is developing its own modem chips while Cristiano Amon serves as CEO of Qualcomm.
Who's involved
What this event is mainly aboutHow it developed
Newest first. Tap a step to see who reported it.Apple is ramping up internal modem production while Amon discusses his transition to Reuters.1 source
- Apple is designing Qualcomm out of its supply chain despite QCOM currently supplying chips for its devices.Sub-event
Apple is developing its own modem chips, challenging Qualcomm's dominance in the mobile sector.1 source
Keep exploring
Part of
The new event discusses how Apple utilizes Arm's architecture in iPhones, alongside the roles of Intel and Qualcomm in the semiconductor industry, and how Buffett's views affect AI stock investments.Also in this story
- UBS slashed Arm Holdings target to $360 and lowered price target on Qualcomm to $190.
- Arm Holdings is expanding its reach by licensing its CPU architecture to major tech companies like Apple and Nvidia, while demonstrating superior power efficiency compared to AMD and Intel.
The entities involved
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Apple Inc.
American multinational technology company based in Cupertino, California
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Qualcomm
American global semiconductor company
- Qualcomm processors are built on Arm's instruction-set architecture. Rene Haas highlighted the launch of Arm AGI CPU, while Broadcom's weak AI guidance contributed to market selloff.
- The Government of India announced the establishment of Quantum and AI labs, encouraging companies like Qualcomm to design chips in India through various programs.
Related events
- Qualcomm and Broadcom are both active participants in the semiconductor markets.
- Qualcomm is reportedly in talks to acquire chip design company Tenstorrent, which is led by Jim Keller.
- Several major semiconductor companies, including AMD, Qualcomm, Micron, and Microchip, are identified as key players in the AI chip market.
- Apple relies on Qualcomm for wireless technology and Broadcom for chip commitments, while Broadcom expands its business model through the VMware acquisition.