Dan O'Shea

2 weeks ago | fierceelectronics.com | Dan O'Shea

Amazon revealed in an SEC filing this week that it acquired more than $84 million worth of AMD shares during the first quarter, as it built up an intriguing leverage position in a major supplier of GPUs and other AI chips.

2 weeks ago | fierceelectronics.com | Dan O'Shea

Eyeo, a new startup from Eindhoven, The Netherlands, has emerged on the sensor scene with new technology and an aim to enable image sensors in everything from smartphones to industrial cameras to self-driving cars to provide better-quality, higher-resolution images with more accurate color representation. The company, spun off late last year from imec, the European nanotechnology research center, just announced a funding round of €15 million (a little over USD $17 million).

2 weeks ago | fierceelectronics.com | Dan O'Shea

Is AMD doing a little better in the AI market race than most people think? The company has been written off as a distant runner-up to Nvidia, particularly where data center AI is concerned, but AMD’s first quarter 2025 earnings report and its second quarter outlook didn’t look much like those of a contender on the wane. Still, tariff uncertainty is lingering over AMD’s future just as it is with all other semiconductor companies.

2 weeks ago | fierceelectronics.com | Dan O'Shea

Bits are not qubits, and quantum computing is not classical computing, but efforts to develop practically useful and commercially viable quantum computers and processors–and manufacture them at scale–have much to gain from traditional semiconductor design and production techniques, like electronic design automation (EDA). That translates to an emerging opportunity for companies like Synopsys, which specializes in EDA tools, circuit design, systems verification, and related offerings.

3 weeks ago | fierceelectronics.com | Dan O'Shea

Qualcomm’s diversification into automotive and IoT markets continued to pay dividends during the company’s fiscal second quarter of 2025, though like most other chip and electronics producers, Qualcomm remains wary of the potential near-term effect of Trump tariffs on its businesses. Qualcomm CEO Cristiano Amon said during the company’s fiscal Q2 earnings call that Qualcomm has seen “no material impact” from tariffs thus far, but continues to monitor the situation.