Semiconductor designer
Appears in 6 stories
Primary NPU supplier for Copilot+ PCs
For 40 years, an operating system was a passive surface: apps ran on it, users clicked through it, and the OS arbitrated memory and files. On June 2, 2026, Microsoft moved Windows out of that role. At Build in San Francisco, CEO Satya Nadella and Windows chief Pavan Davuluri announced a system-level runtime that hosts AI agents the way Windows once hosted.exe files.
Updated Jun 2
Incumbent Arm Windows chip supplier, now sharing the lane
For four decades, the Windows PC has run on x86 chips from Intel or AMD, but on June 1 in Taipei, Nvidia put that arrangement on notice. CEO Jensen Huang unveiled the N1X, a 20-core Arm processor built with MediaTek and paired with a Blackwell GPU carrying 6,144 CUDA cores.
Updated Jun 1
Supplying Snapdragon 8 Elite Gen 5 for Galaxy S26 series
Two years ago, Samsung declared its Galaxy S24 the 'world's first AI phone.' On February 25, Samsung unveiled the Galaxy S26 with three competing AI assistants running simultaneously, a privacy display that physically blocks shoulder surfers at the pixel level, and a 100-trillion-operation processor. The company is rebuilding phones around AI as the core organizing principle.
Updated May 29
Longtime iPhone modem supplier facing reduced Apple orders
Apple kicked off its 2026 hardware push on March 2, announcing the iPhone 17e and 12th-generation iPad. Both devices bring AI features to lower-priced products ahead of the March 4 multi-city events in New York, Shanghai, and London.
Lead complainant in global antitrust effort
Arm Holdings designs the chip architecture found in roughly 99% of smartphones and a growing share of data-center processors. On May 6 it reported record quarterly results. Five days later, Bloomberg revealed the Federal Trade Commission had opened an antitrust probe into how the company distributes those designs.
Updated May 20
Supplies the Snapdragon 8 Elite Gen 5 chip in the Xperia 1 VIII
Sony Ericsson held about 9% of the global smartphone market in 2008. Eighteen years later, Sony's share sits below 1%. On May 13, 2026, the company unveiled its eighth-generation Xperia 1 flagship anyway.
Updated May 13
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