Daily Authority: 📅 Android timeline for Windows 11


🥶 Good morning! This is one of those days where you question why you live in a place that hurts your face when you go outside…

Android apps on Windows 11 almost here

On Jan 29 back in 2014, Google announced it would sell Motorola to Lenovo for $2.91 billion, less than three years after it bought the company for $12.5 billion. Sounds tough right? Well, maybe not.

  • Google sold off Motorola’s cable modem and set-top box business for $2.35 billion.
  • Motorola at the time of acquisition had $3 billion in cash and $1 billion in tax credits, as well.
  • And the patent portfolio it acquired seems like it had riches: Even when Google sold to Lenovo, it did retain the “Advanced Technologies & Projects unit” as part of Android, and retained IP.
  • The official press release at the time said “Google will maintain ownership of the vast majority of the Motorola Mobility patent portfolio, including current patent applications and invention disclosures.”
  • And even though Motorola lost hundreds of millions every quarter it was part of Google, the tax benefits were substantial: reported at $700M a year in deductions.
  • It still doesn’t strike me as one of Google’s best moves, and it took Google years to get back to releasing ultra-competitive devices like the Pixel 6 series.

Have a good one! Tristan Rayner, Senior Editor.



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Daily Authority: 😅 Huawei is still trying


☕ Good morning! Just a week ago, Microsoft bought Activision. Time flies.

Huawei’s latest

Huawei P50 Pro home screen in hand



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Daily Authority: 😅 Huawei is stil trying


☕ Good morning! Just a week ago, Microsoft bought Activision. Time flies.

Huawei’s latest

Huawei P50 Pro home screen in hand



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Daily Authority: 💪 Nvidia walking away from Arm?


Late news this morning that Nvidia is saying that its deal to buy chip design giant Arm, the company renowned for its tech currently in most smartphones, the Apple A series and M series chips, is off.

  • It’s wild because although the initial price was $40 billion, the deal was hinged onto Nvidia’s stock price.
  • Therefore, even with recent market falls, Nvidia shares nearly doubled from the deal announcement back in September 2020. So for Arm-parent Softbank looking at $80 billion or so on the table, it remains a monster offer.
  • SoftBank bought Arm five years ago for $32 billion, by the way.
  • But the deal has been looking shaky for a while — back in early December, the Federal Trade Commission was suing Nvidia to block its purchase of Arm. That added to pressure, with the European Commission looking at the deal, and the UK’s antitrust watchdog, as well as a process for Chinese approval.
  • At that time in December, the FTC said: … “[we are] suing to block the largest semiconductor chip merger in history to prevent a chip conglomerate from stifling the innovation pipeline for next-generation technologies.”
  • Indeed. Nvidia was a customer of Arm, and so Qualcomm, Intel, and Google all strenuously argued against the deal.

What’s happened:

  • Bloomberg reports: “Nvidia has told partners that it doesn’t expect the transaction to close, according to one person, who asked not to be identified because the discussions are private. SoftBank, meanwhile, is stepping up preparations for an Arm initial public offering as an alternative to the Nvidia takeover, another person said.
  • That said, Bloomy also reported that “no final decisions have been made” by either Nvidia or Arm leadership.
  • SoftBank, who probably overpaid for Arm at the time, may prefer to just continue the process despite the difficulties, rather than go down the IPO route.
  • As I’ve pointed out before, shed no tears for SoftBank — apparently, it gets a $1.25 billion breakup fee, in cash, if the deal falls through, and keeps as much as $2 billion in total that Nvidia paid upfront.
  • What happens next will be fascinating… will Nvidia keep pushing? An Arm IPO? Another suitor for Arm?

Roundup

Chart Tuesday

  • Here’s the craziest thing — using OpenStreetMap data, the lighthouses of the world have been plotted, including color-accurate lights and if they blink or flash or are just ablaze all the time – and the gif here doesn’t do it justice:



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Daily Authority: 🔨 Intel’s $20B for new fabs


🎂 Good morning! Another lap around the sun for me!

Intel’s $20B bet

On Friday, Intel announced (with President Biden and Ohio governor Mike DeWine in attendance) that it would unload $20B (and up to $100B) to build the “largest silicon manufacturing location on the planet” here in Ohio in the US, on a 1,000-acre location with two “leading-edge fabs,” with space for up to eight in total, becoming operational by 2025. (Image above

  • Intel CEO Pat Gelsinger said the company expects the new “Silicon Heartland” site to become “the largest silicon manufacturing location on the planet.”
  • It’ll be Intel’s first new US manufacturing site location in 40 years, and the first outside the West Coast.
  • That adds risks of midwest snow and ridiculously costly power outages, but building a new site will, in theory, see lots of risk mitigation, and Ohio suffers less from the water shortfalls of Arizona.
  • But Intel is prying open the wallets of governments, too, hinting at spending more if more tax breaks come their way.
  • For those craving technical details, it’s a little slim. Intel didn’t exactly say what process node it’ll be cranking out wafers with by 2024, just putting out that it will be using the “industry’s most advanced transistor technologies.”
  • When aligned with Intel’s current roadmap, you get the “18A” process, four generations newer than Intel’s current node.
  • Gelsinger also hinted at a “2nm and below” process.
  • I saw one suggestion that this timeline aligns with ASML’s high-NA EUV machines. ASML, of course, makes the machines that make chips.
  • I also saw commentators worried this was a Foxconn 2.0 situation, but it looks wildly different to that oddity.

Meanwhile, Intel isn’t alone in spending money to make money. TSMC is forecasting a $100B spend over three years to keep up with demand.



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Daily Authority: 📝 Samsung’s Note about Unpacked


🚀 Good morning! It’s Friyay again!

Samsung confirms S series launch, in farewell Note letter

Something curious out of Samsung, with Dr. TM Roh, President & Head of MX Business (the new name for Samsung’s mobile business) penning a kind of farewell love letter to the Galaxy Note, and confirming the “most Note-worthy” Galaxy S series will launch next month.

Samsung’s mobile boss also, more or less, hinted the Note is dead.

Pupperazzi is here for Windows/Mac, and it’s a game to take photos of dogs. And that’s it, completely it. It’s a pup version of Pokémon Snap.

  • You need to fill up your Puppypedia and to do so, you take pics of different breeds in a variety of poses and outfits.
  • Because it’s fun. And that’s it!

From the game’s website, features of the game include:

  • “Lots ‘n lots of dogs”
  • “Dogs with clothes. Hats! Shoes! Jackets!”.
  • I think you can also pet the dogs?

Which is all great but I need this game on Nintendo Switch, the perfect platform for this kind of thing, no?

Cheers! Tristan Rayner, Senior Editor.



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