➀ China's antitrust probe into Qualcomm's acquisition of Autotalks is seen as a strategic move in trade negotiations, despite the deal having cleared U.S. regulatory hurdles；

➁ China is ramping up mergers and acquisitions in Asia to secure supply chains, while struggling to match U.S. technological leads in AI hardware；

➂ Global economic dynamics are shifting toward multi-polar supply chains, with China reducing reliance on U.S. partnerships amid ongoing trade tensions

➀ Waymo's self-driving vehicles in Arizona faced operational shutdowns and required towing due to heavy rainstorms;

➁ Qualcomm announced its acquisition of Arduino to enhance edge computing capabilities while maintaining Arduino's open-source ethos;

➂ Fujitsu and Nvidia partnered to co-develop a full-stack AI infrastructure for industries like healthcare and robotics, integrating Fujitsu CPUs and Nvidia GPUs.

➀ Qualcomm acquires Arduino to strengthen its edge computing offerings, following earlier integrations of Edge Impulse and Foundries.io, aiming to provide a full-stack hardware-software-cloud platform;

➁ Arduino retains its open-source approach and brand independence, collaborating with Qualcomm to launch the UNO Q—a dual-architecture board for AI-powered solutions in smart homes and industrial automation;

➂ The Arduino App Lab and Edge Impulse integration streamline AI development, empowering 33M+ community members with Qualcomm’s technology and democratizing AI tools globally.

➀ Qualcomm's Snapdragon X2 Elite Extreme chip, with 18 cores and 48GB LPDDR5X-9523 RAM, claims up to 50% multi-core and 80% GPU performance gains over its predecessor;

➁ Early benchmarks show it outperforms AMD Ryzen 9 HX 370, Intel Core Ultra 9, and Apple M4 in CPU, GPU, and NPU tests, though results are from controlled demo systems;

➂ Set to launch in H1 2025 at premium prices, its market success faces challenges from future Apple/AMD/Intel chips and real-world thermal/pricing factors.

➀ Qualcomm CEO Cristiano Amon discussed with Google's Rick Osterloh about the merging of Android and ChromeOS for PC push.

➁ Google is building a common technical foundation for its products on PCs and desktop computing systems.

➂ Amon expressed excitement about Google's PC project, calling it 'incredible' and looking forward to owning one.

➀ The RF front-end module market is projected to grow from $15.4 billion (2024) to over $17 billion by 2030, driven by 5G/6G adoption and innovation despite cost pressures;

➁ Chinese OEMs like Huawei, Vivo, and Xiaomi are empowering domestic RF suppliers to disrupt traditional leaders (Qualcomm, Broadcom) through vertical integration and compact module designs;

➂ With accelerated 6G R&D and government support, Chinese players aim to redefine global market dynamics, challenging established players.

➀ The U.S. Chips Act faces backlash as companies like TSMC threaten to reject subsidies if required to offer equity to the government;

➁ Chris Allexandre appointed as Navitas Semiconductor’s new CEO, succeeding founder Gene Sheridan;

➂ Qualcomm launches the Dragonwing Q-6690, the first mobile processor with integrated UHF RFID, and Prophesee introduces its GenX320 Starter Kit for Raspberry Pi 5, enabling neuromorphic vision applications.

➀ The smart glasses market grew 110% YoY in H1 2025, led by Ray-Ban Meta Smart Glasses with 73% market share, alongside new entrants like Xiaomi and TCL-RayNeo;

➁ AI glasses accounted for 78% of total shipments, driven by Meta's expansion into new regions and upcoming models from Meta, Alibaba, and others;

➂ Key developments include Qualcomm's upgraded AR 1+ Gen 1 SoC, Allwinner's budget chips, and Apple's rumored AI glasses, with a projected 60% CAGR through 2029.

➀ Apple's supply chain sources suggest a $599-$699 MacBook with a 12.9-inch display and iPhone 16 Pro's A18 Pro SoC may enter production in Q3 2025;

➁ The A18 Pro chip, built on TSMC's 3nm process, targets Qualcomm's Snapdragon 8 Gen 3 but may trade performance for affordability;

➂ Apple aims to boost annual MacBook shipments by 30-40% by targeting budget-conscious users, potentially disrupting its MacBook Air lineup.

➀ The RF Front End (RFFE) market is projected to grow from $51.3 billion in 2024 to $69.7 billion by 2030, driven by 5G, consumer connectivity, and emerging 6G technologies;

➁ GaN technology is reshaping telecom infrastructure by replacing LDMOS, while automotive RF evolves with ADAS radars, UWB, and defense sectors adopt GaN for high-power broadband systems;

➂ Leading players like Qualcomm, Qorvo, and Infineon dominate key segments, alongside Chinese firms accelerating domestic RF solutions to reduce foreign dependency.

➀ According to a known leaker, the Snapdragon 8 Elite Gen 2 is being tested at a high 5GHz;

➁ The chip is expected to offer a 30% performance boost over its predecessor;

➂ It is manufactured with TSMC's 3-nm N3P process and could carry 32MB of L2 cache.

➀ Q1 global fabless semiconductor revenue rose 6% quarter-over-quarter to $77.4 billion, driven by strong market demand;

➁ NVIDIA led with $42.3 billion (up 12% QoQ), followed by Qualcomm ($9.47 billion, down 6%) and Broadcom ($8.2 billion, up 2%);

➂ AMD, MediaTek, and others like Marvell and Realtek rounded out the top ten, reflecting varied performance across the semiconductor sector.

➀ Qualcomm acquires Alphawave Semi for $2.4B to enhance data center and AI chip capabilities;

➁ Alphawave's high-speed connectivity tech will complement Qualcomm's Oryon CPU and Hexagon NPU cores;

➂ The deal signals Qualcomm's intensified competition with Intel, AMD, and Nvidia in server processor markets.

➀ Qualcomm is rumored to be releasing the Snapdragon X2 Elite processor, which is expected to have 50% more cores than the Snapdragon X Elite;

➁ The new processor is currently being tested with 64GB of RAM;

➂ The increase in cores could potentially enhance performance in desktops and laptops.

➀ Qualcomm is reportedly testing the next-gen Snapdragon X2 Elite SoC with 18 Oryon V3 CPU cores and up to 64GB RAM, a 50% increase from its predecessor;

➁ The chip aims to compete with AMD and Intel's AI-enhanced laptop processors, with rumors suggesting potential desktop/server market expansion using advanced cooling solutions;

➂ Official announcements are expected at Snapdragon Summit 2025 in September, alongside new Windows-on-Arm device designs from partners.

➀ Dell showcased a prototype Pro Max Plus laptop with Qualcomm's discrete Cloud AI 100 NPU at its 2025 Tech World event, replacing traditional dGPUs for AI tasks;

➁ The dual NPU configuration offers 64GB unified memory, enabling local execution of 109-billion-parameter models like Llama 4 Scout, outperforming NVIDIA GPUs in memory capacity and power efficiency;

➂ This solution integrates with Dell's Pro AI Studio software, targeting developers needing mobile AI acceleration, potentially challenging NVIDIA's CUDA ecosystem and AMD's integrated NPU solutions.

➀ Qualcomm announced at Computex 2025 its plans to enter the server market with new data center CPUs and AI inference accelerators, focusing on energy efficiency as a key differentiator;

➁ The upcoming hardware includes a server-grade CPU compatible with NVIDIA's NVLink Fusion, indicating collaboration in heterogeneous computing architectures;

➂ This move expands Qualcomm's reach beyond client devices, leveraging its Nuvia-acquired expertise to challenge Intel and AMD in the lucrative data center sector.

➀ Qualcomm partners with Saudi Arabia's HUMAIN AI to develop AI data centers using its CPU and edge computing solutions;

➁ The move marks Qualcomm's return to the data center CPU market after its failed Centriq project in 2019, leveraging Nuvia's Arm-based technology;

➂ The collaboration includes building a semiconductor design center in Saudi Arabia and follows Nvidia's recent AI GPU deployment in the region.

➀ US-China trade deficit down 30% from its 2018 peak;

➁ Apple loses market share in China's smartphone market;

➂ TSMC plans an independent GigaFab cluster in Arizona;

➃ Intel to cut 20% of workforce and outsource 2nm processors to TSMC;

➄ Qualcomm files a countersuit against Arm.

➀ Qualcomm has filed a countersuit against Arm for hearing in Q1 2026.

➁ Qualcomm claims Arm has breached the contract by misrepresenting the relationship with its customers and not delivering IP.

➂ Qualcomm also accuses Arm of interfering with its business and not licensing IP at reasonable prices.