GCT Semi ships 3,000 5G RF units in Q1
GLOBAL 12:58

GCT Semi ships 3,000 5G RF units in Q1

GCT Semiconductor grew shipments of its 5G-capable RF chipsets by 58 percent quarter-on-quarter in the three months to 31 March. Q1 shipments reached 3,000 units as GCT progressed its commercial trajectory for 5G RF applications including satellite and air-to-ground platforms. The firm anticipates a further acceleration in the coming months due to additional orders from its lead customers, and is projecting sequential growth in 5G shipments through the remainder of 2026.

Sivers Semiconductors EGM approves directed share issue
GLOBAL 12 MEI

Sivers Semiconductors EGM approves directed share issue

Sivers Semiconductors said its extraordinary general meeting (EGM) on 11 May passed a motion to allow the board of directors to carry out a directed new issue of shares. On 15 April, the directors decided to increase the company's share capital by SEK 4.31 million through a directed issue of 8.62 million ordinary shares at a subscription price of SEK 14.50 each. The subscribers included new and existing shareholders such as DNB Disruptive Opportunities, DNB Nordic Small Cap, Storebrand Sverigefond, Alcur Fo

Ceva clinches Bluetooth HDT contract with US-based semiconductor client
UNITED STATES 11 MEI

Ceva clinches Bluetooth HDT contract with US-based semiconductor client

Ceva announced a deal to supply its Bluetooth High Data Throughput solution to an unnamed semiconductor OEM client. The deal is with an existing US-based customer that previously deployed Bluetooth IP assets from the Ceva-Waves portfolio. The client now intends to adopt Ceva's Bluetooth HDT platform, which combines digital baseband and internally-developed 2.4 GHz RF technology, alongside software optimised for Bluetooth deployment in system-on-chip (SoC) silicon.  

Apple agrees chip manufacturing deal with Intel - report
UNITED STATES 11 MEI

Apple agrees chip manufacturing deal with Intel - report

Apple reached a preliminary agreement for Intel to manufacture some of the chips that power Apple devices, people familiar with the matter told the Wall Street Journal. The companies have been in talks for over a year on the deal, which will help Apple increase its supply chain in the US. It's not yet clear which products Intel will make. 

Sony forecasts results under pressure in new fiscal year from rise in memory costs
JAPAN 8 MEI

Sony forecasts results under pressure in new fiscal year from rise in memory costs

Sony reported slightly lower net profit for its fiscal year to March, as growth in digital music and imaging sensors was offset by writedowns on video game production company Bungie and its exit from the electric car market. For the new year the Japanese company gave a cautious outlook as the spike in memory prices leads to a slowdown in game console and smartphone sales. 

MediaMarkt, Snapdragon sign up as Tomorrowland sponsors
BELGIUM 7 MEI

MediaMarkt, Snapdragon sign up as Tomorrowland sponsors

Retailer MediaMarktSaturn and Qualcomm's Snapdragon are the new sponsors of the Belgian dance music festival Tomorrowland. The three partners are launching a media campaign from 15 May across 11 countries under the name 'Tomorrow's AI' to highlight the roll of new technology in live entertainment.  

GCT secures reference design remit for satellite-targeted 5G/4G RF chips
GLOBAL 7 MEI

GCT secures reference design remit for satellite-targeted 5G/4G RF chips

GCT Semiconductor said it has sealed an additional booking from an unnamed satellite communications operator to supply a reference design based on its 4G and 5G RF silicon chips. The firm will produce a reference design with the aim of accelerating lead times for the client's next-generation user equipment, enabling dual-mode terrestrial and satellite links. 

Qualcomm upgrades Snapdragon 4, 6 ranges for H2 release
GLOBAL 7 MEI

Qualcomm upgrades Snapdragon 4, 6 ranges for H2 release

Qualcomm is updating its mid-range processors with new versions of the Snapdragon 4 and 6 ranges. The upgrades deliver greater support for new AI imaging features, game play and 5G, as well as improved battery life. They will feature in upcoming phones from Honor, Oppo, Realme and Redmi launching in the second half of this year.

Arm reports record Q4 with revenues up 20% on data centre demand
GLOBAL 7 MEI

Arm reports record Q4 with revenues up 20% on data centre demand

Arm reported record revenues for its fiscal fourth quarter to March, with sales up 20 percent year-on-year to USD 1.49 billion thanks to demand for Arm-based CPUs in data centres. Adjusted net profit reached USD 641 million, or USD 0.60 per share, up from USD 0.55 a year ago and near the high end of Arm's outlook. Over the full year, revenues jumped 23 percent to USD 4.92 billion, its third consecutive year of over 20 percent growth. 

Sequans posts 25% revenue drop in Q1, abandons bitcoin treasury strategy
GLOBAL 6 MEI

Sequans posts 25% revenue drop in Q1, abandons bitcoin treasury strategy

IoT chipmaker Sequans Communications reported revenues of USD 6.1 million for the three months to March, down 24.8 percent year‑on‑year. The decline was partly attributed to an unfavourable comparison effect, as revenues in Q1 2025 benefited from significant licence and services revenues from Qualcomm related to the sale and licensing of intellectual property. Product sales rose 45 percent year‑on‑year and accounted for 84 percent of the quarterly total. Commenting on the product roadmap, the company said i

Skyworks issues cautious fiscal Q3 guidance after flat quarterly sales
GLOBAL 6 MEI

Skyworks issues cautious fiscal Q3 guidance after flat quarterly sales

Skyworks Solutions issued a cautious revenue forecast for its third fiscal quarter to end-June, projecting sales a little lower sequentially in its Mobile division amid typical seasonal patterns, offset by modest growth in the Broad Markets segment. Fiscal Q3 revenues are predicted to range from USD 900 to 950 million, reduced from USD 965 million in the year-earlier period, with non-diluted EPS predicted to reach USD 1.03 at mid-point. The Mobile components subsidiary is set for a sequential sales decline

Sivers Semiconductors wins USD 1.5 mln order from Tachyon Networks for 60 GHz FWA transceivers
GLOBAL 6 MEI

Sivers Semiconductors wins USD 1.5 mln order from Tachyon Networks for 60 GHz FWA transceivers

Sivers Semiconductors has announced an expanded commercial deal with Tachyon Networks worth USD 1.5 million to develop a 60 GHz mmWave FWA transceiver. The vendor said the deal would address demand for higher-capacity mmWave links in short-range, densified urban and enterprise FWA deployments.

GLOBAL 6 MEI

AMD beats Q1 outlook with sales up 38%, net profit nearly doubles

AMD reported better-than-expected results for the first quarter of 2026, driven by demand for its data centre server chips to power new AI models and applications. Revenues rose 38 percent year-on-year to USD 10.25 billion, exceeding its guidance, and the gross margin improved 3 percentage points to 53 percent. AMD's net profit nearly doubled, to USD 1.38 billion from USD 709 million a year ago. 

GLOBAL 4 MEI

Intel reshuffles regional management

Intel has appointed Joao Bortone as the new general manager for Latin America, effective 4 May. He will report to Caitlin Anderson. This move is part of a global reorganisation, with the previous regional head, Gisselle Ruiz Lanza, moving to lead Intel's EMEA operations.

GLOBAL 1 MEI

Broadcom unveils Wi-Fi 8, PON gateway integration targeted at value-conscious deployments

Broadcom has unveiled an additional set of networking silicon chips targeting Wi-Fi 8 devices, and is also launching a system-on-chip (SoC) optimised for gigabit and multi-gigabit fibre broadband gateways. All three chipsets are currently sampling to early access clients and Broadcom partners. Together, the products represent a "value-focused" pathway to creating mass market broadband gateways within the next generation of Wi-Fi.

UNITED STATES 30 APR

AOI clinches Texas chip funding to deliver production lines for optical transceivers

Applied Optoelectronics (AOI) said it has secured USD 20.85 million from the Texas Semiconductor Innovation Fund (TSIF) to fund additional production lines for making optical transceiver modules. Proceeds from the AOI grant will advance development of a 210,000-square foot manufacturing facility adjacent to AOI's existing Sugar Land headquarters, with Sugar Land situated around 20 miles southwest of central Houston.

GLOBAL 30 APR

MediaTek meets outlook for lower Q1 results, sees stronger H2

MediaTek reported lower results for the first quarter, in line with the slowdown in the smartphone market and the company's guidance. Revenues dropped 2.7 percent year-on-year to TWD 149.2 billion, and the gross margin was down 1.8 percentage points annually to 46.3 percent. MediaTek's net profit declined 17.4 percent to TWD 24.4 billion. 

GLOBAL 30 APR

Elisa Industriq arm CalcuQuote provides supply chain intelligence to Global Electronics Association

Elisa said the Elisa Industriq business CalcuQuote has agreed to provide supply chain intelligence for the Global Electronics Association. This will give electronics companies clearer visibility into market shifts and greater confidence in sourcing decisions. All the information will be generated from aggregated and anonymised data to protect confidentiality.

GLOBAL 30 APR

Qualcomm results turn lower in March quarter on smartphone market slowdown

Qualcomm reported lower underlying results for its fiscal second quarter to March, hurt by the slowdown in the smartphone market after the rise in prices. Revenues declined 3 percent year-on-year to USD 10.6 billion, in line with the company's forecast, and pretax profit fell 28 percent to USD 2.2 billion. The company's bottom line received a boost from a one-off valuation benefit on deferred tax assets of USD 5.7 billion, taking the net profit to USD 7.4 billion compared to USD 2.8 billion a year ago.

UNITED KINGDOM 29 APR

UK govt to develop sovereign AI hardware plan

The UK government plans to develop a UK AI hardware plan to secure the nation's capability in ships and semiconductor technologies used in the full AI hardware stack. The plan was announced by Technology Secretary Liz Kendall in a speech at the Royal United Services Institute (RUSI).

GLOBAL 29 APR

NXP Semiconductors profit jumps in Q1 on MEMS sale, organic growth

NXP Semiconductors saw its net profit more than double in the first quarter, to USD 1.122 billion from USD 490 million a year ago, helped by a one-time gain of USD 627 million on the earlier announced sale of its MEMS sensors business. Excluding the one-time gain, operating profit rose 16 percent year-on-year to USD 1.052 billion, supported by a 12 percent rise in revenues to USD 3.181 billion. The results were in line with NXP's guidance and the company said it saw broad-based improvement across its end ma

GLOBAL 28 APR

Corning core sales rise 18% in Q1 amid strong demand for Gen AI products

Corning has reported an 18 percent year-on-year increase in its core sales metric in the first quarter of 2026 to USD 4.35  billion amid robust demand for Gen AI products. The company said core EPS was up 30 percent year on year in Q1 to USD 0.70. Corning plans to upgrade and extend its Springboard plan until 2030 and introduce its Optical Communications segment's new Photonics Market-Access Platform to serve Gen AI OEM customers at its New York investor event on 06 May.

GLOBAL 28 APR

IQE agrees capital injection from key investors, calls time on strategic review

Semiconductor wafer supplier IQE has raised GBP 13 million in a share issue comprising 55.5 million placed shares and 10.1 million units sold at retail, with each share priced at 19.8 pence. The issue forms part of a wider strategic funding set to raise GBP 81 million gross proceeds through an agreement with key investor Macom Technology Solutions and other existing IQE investors. Following the announcement, IQE said it has halted the strategic review launched in FY24 in the face of sluggish sales. It appea

GLOBAL 28 APR

Sony spins off IoT chip division to restore Altair Semiconductor brand

Altair Semiconductor is operating as an independent company again after Sony executed a spin-off agreement and restored the cellular IoT chip-making brand it acquired for USD 212 million in 2016. Sony Semiconductor Solutions has kept hold of an equity holding of undisclosed size in Altair Semiconductor, which emerges from the spin-off with USD 50 million in initial stage funding led by the Israeli venture capital fund Pitango Group. The company was formally known as Sony Semiconductor Israel.

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