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Daily · Friday, December 5, 2025

Semiconductor industry pivots towards quantum computing and edge AI advancements

Today’s buzz centers on the race to identify the next big player in quantum computing, with Qilimanjaro leading the charge. Meanwhile, Qualcomm's acquisition of Arduino raises eyebrows about the future of IoT innovation, as companies scramble to enhance their edge AI capabilities.

Key Stories

Race to Find the Next Nvidia in Quantum Computing

Summary

Qilimanjaro's CEO discusses the competitive landscape in quantum computing.

Why this matters

• Quantum computing is poised to revolutionize industries, similar to GPUs in the past.
• Identifying key players could shape future investment strategies.
• The race for innovation in this space is intensifying, with significant implications for tech firms.

Is Qualcomm bad for Arduino?

Summary

Concerns arise over Qualcomm's acquisition of Arduino and its impact on the brand.

Why this matters

• This merger could alter Arduino's identity and innovation trajectory.
• The IoT market is sensitive to brand shifts, affecting consumer trust.
• Stakeholders must watch how Qualcomm integrates Arduino's culture and vision.

X-FAB’s XbloX accelerates time-to-market for scalable, high-performance SiC MOSFETs

Summary

X-FAB launches a platform that streamlines SiC device development.

Why this matters

• Faster production timelines could enhance competitiveness in the power device market.
• Streamlined processes support the growing demand for electric vehicle technologies.
• This innovation reflects the industry's shift towards efficiency and performance.

Ambient IoT Enables Real-Time Asset Tracking

Summary

Ambient computing is set to enhance IoT capabilities for real-time monitoring.

Why this matters

• Real-time data tracking can significantly improve operational efficiencies.
• Companies can leverage this technology for smarter supply chain management.
• The integration of ambient computing may redefine user experiences in IoT applications.

IBM CEO says datacentre spending for AI cannot turn a profit

Summary

IBM's CEO raises concerns about the profitability of AI-focused datacenter investments.

Why this matters

• This statement underscores the financial risks tied to AI infrastructure scaling.
• Investors may reconsider funding strategies in the AI sector.
• The industry must innovate to achieve sustainable profitability in AI operations.

Editor's Picks

ESD eBook, Edge AI, and Quantum Chips: Embedded Week Insights

Summary

The latest insights on edge AI and quantum chips are compiled in a new eBook.

Why this matters

• This resource provides a comprehensive overview of emerging technologies.
• Understanding trends in edge AI can inform strategic investments.
• The focus on quantum chips signals a shift in technology priorities.

Low-noise n-channel JFET

Summary

A new low-noise n-channel JFET has been introduced, marking a notable development.

Why this matters

• This innovation addresses growing demand for low-noise technologies in various applications.
• It reflects a resurgence in discrete semiconductor development, indicating market shifts.
• Engineers may find new solutions for noise-sensitive applications, enhancing performance.