EXCLUSIVE Vodafone teams up with Intel on OpenRAN in challenge to network suppliers

Vodafone (VOD.L) has teamed up with Intel Corp and other silicon vendors to design its own chip architecture for nascent OpenRAN network technology, aiming to weaken the grip of traditional telecoms equipment suppliers.
EXCLUSIVE Walmart arm did not deliberately remove Xinjiang goods, China exec tells analysts

Walmart Inc (WMT.N) arm Sam’s Club, responding to the furore in China over what local media said was its deliberate removal of Xinjiang-sourced products from its app, denied the move in a call with analysts and termed it “a misunderstanding”.
Intel to build Qualcomm chips, aims to catch foundry rivals by 2025

Intel Corp (INTC.O) said on Monday its factories will start building Qualcomm Inc (QCOM.O) chips and laid out a roadmap to expand its new foundry business to catch rivals such as Taiwan Semiconductor Manufacturing Co (2330.TW) and Samsung Electronics Co Ltd (005930.KS) by 2025.
Wall Street ends sharply lower as Delta variant sparks new lockdown fears

A surge in Delta variant infections sparked a broad sell-off on Wall Street on Monday as investors feared renewed COVID-19 shutdowns and a protracted economic recovery.
Qualcomm’s new CEO eyes dominance in the laptop markets

Qualcomm Inc’s (QCOM.O) new chief thinks that by next year his company will have just the chip for laptop makers wondering how they can compete with Apple Inc (AAPL.O), which last year introduced laptops using a custom-designed central processor chip that boasts longer battery life.
Micron sales beat expectations as chip supplies remain tight, prices high

Micron Technology Inc (MU.O) on Wednesday beat Wall Street estimates for quarterly profit and forecast fourth-quarter revenue above expectations, as tight supplies of memory chips and continued strong demand kept prices high.
Global companies’ capex to hit decade-high growth this year -Refinitiv data

Global companies are set to ramp up their expansion plans this year, after being bogged down in the last few years, as economies recover from the pandemic and firms start to see higher profits and cashflows.
U.S. senators propose 25% tax credit for semiconductor manufacturing

A bipartisan group of U.S. senators on Thursday proposed a 25% tax credit for investments in semiconductor manufacturing as Congress works to increase U.S. chip production.
TSMC says has begun construction at its Arizona chip factory site

Taiwan Semiconductor Manufacturing Co Ltd (2330.TW) (TSMC) has started construction at a site in Arizona where it plans to spend $12 billion to build a computer chip factory, its chief executive said on Tuesday.