Concluding 20 months of an often-contentious approval process with regulators in the US, EU, UK, and New Zealand, including defeating the Federal Trade Commission in a US federal court and restructuring the deal to appease the Competition and Markets Authority (CMA) in the UK, Microsoft closed its acquisition of Activision Blizzard, publisher of Call of Duty, World of Warcraft, and Diablo. This report examines the implications of this merger.

Global smartphone shipments went down -0.3% YoY at 296 million units in Q3 2023. It is notable that the annual decline rate has largely stabilized / improved from previous quarters, indicating the bottom might have already reached, and a mild rebound is expected in 2024.

TechInsights expects the VR headset market to be worth just under $8 billion and grow to an installed base of 37 million units by 2028.

TechInsights expects the VR headset market to be worth just under $8 billion and grow to an installed base of 37 million units by 2028.

This is a Basic Floorplan Analysis (BFR) of the HiSilicon Hi1105GFCV120 Wi-Fi 6/BT 5.2/Sparklink SoC. The Hi1105GFCV120 package contains one silicon die (the RF Transceiver) devoid of any salient markings, flip-chip mounted on a printed wiring board (PWB) in a 274 pin FPGA package.

In Q3 2023, Honor’s smartphone shipment increased by +14% YoY worldwide, driven by the solid growth in the overseas market. Its global smartphone volume share broke last quarter’s record and reached a record high level at 5.4%.

The Chip Insider® - As you know, McKinsey has talked up how huge the AI market will be in the future. They project it could be on a scale of trillions of dollars with the high end matching the GDP of today’s Germany ($4.4T).

Cadence has updated its DSPs to use the latest platform while making further improvements to two audio and two vision models.

Axelera’s Metis AI accelerator achieves over 200 TOPS using digital in-memory computing for high-end edge applications. Typical power is less than 10 W; module pricing is below that of incumbents.

Samsung was the leader in foldable display smartphone shipments in Q3 2023, followed by Huawei and Motorola. Shipments grew YoY but major markets North America and Western Europe declined heavily ongoing geopolitical and economic turbulence and Samsung's softness.