Apple's modem contract expiration is impacting Qualcomm, which is simultaneously managing warrant issues with Amazon and developing custom chips for AWS data centers.
1 report, 1 independent
Updated Sep 9
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What happened
Apple's modem contract expiration is impacting Qualcomm, which is simultaneously managing warrant issues with Amazon and developing custom chips for AWS data centers.
Who's involved
What this event is mainly aboutHow it developed
Newest first. Tap a step to see who reported it.- Apple Inc. renewed its global patent license agreement with Qualcomm.Sub-event
- Qualcomm, TSMC, and AWS are collaborating on achieving key milestones for next-generation custom AI data center chip manufacturing.Sub-event
Qualcomm faces multiple pressures: Apple contract expiration, Amazon warrants, and AWS custom chip development.1 source
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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
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Meta
American technology company
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Amazon Web Services
subsidiary of Amazon that provides on-demand cloud computing platforms on a metered pay-as-you-go basis
Related events
- Qualcomm issued a warrant to Amazon regarding a stake purchase.
- Amazon partners with Qualcomm on custom AI chips, while AT&T becomes a major customer for Amazon Leo. Amazon is also diversifying away from Nvidia.
- Qualcomm, Apple, and Amazon are collaborating on high-performance optical connectivity for AI, with a deal to purchase up to $60 billion in AI data center chips.
- Amazon, Qualcomm, and Marvell Technology announced a partnership focused on leveraging custom chips for data centers and driving AI semiconductor revenue.
- Qualcomm announced deals to supply data center CPUs to Meta and become BMW's lead compute silicon provider.