Apple’s A14 Packs 134 Million Transistors/mm², but Falls Short of TSMC’s Density Claims
Our friends over at ICmasters have delved into the package of the Apple A14 Bionic. The die size has been
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Corporate
Qualcomm Lost the iPhone 12 mmWave Antenna Module Contract to a Chinese Company
iFixit’s teardown of the iPhone 12 has revealed that there are 3 mmWave antenna modules built by USI. USI is a Shanghai based SiP design and manufacturing company. This would be their first design win in the space. Apple ditching Qualcomm on this component despite using the rest of the Qualcomm X55 5G Modem RF system is quite the shocker. To emphasize the magnitude of this design win, every US phone shipment which included 5G mmWave to date has used antennas from Qualcomm.
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Jensen Huang’s Vision For Data Center Dominance Will Destroy The Arm Ecosystem
Over time, Jensen Huang will muscle out other Arm vendors supplementing them with Nvidia’s in-house designs. The open Arm ecosystem will be hijacked, and be replaced with a closed off ecosystem rivaling or exceeding that of Intel and AMD.
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LAM Research (LRCX) Dry Deposit and Resist Could Become a Multi-Billion Dollar Business
The dry photoresist technology LAM has developed could become a multiple billion dollars business by the end of the decade.
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