Qualcomm

Nvidia announced a $3.5 billion investment in Taiwanese chipmaker MediaTek, marking its largest direct investment outside the United States. MediaTek shares surged 10% on the news. The deal aims to strengthen Nvidia’s role in AI infrastructure amid growing competition from Big Tech developing their own chips. The partnership is expected to bolster MediaTek’s chip design capabilities and deepen ties between the two semiconductor firms, though specific project details were not disclosed.

14 reports · 8 sources · Updated Sep 3, 12:03 AM UTC

The European Union has launched a call for tenders to build seven AI gigafactories—three large and four smaller—with €5-10 billion in EU funding, part of a total €30 billion public-private investment. Announced on July 30, 2026, by Commissioner Henna Virkkunen, the initiative aims to reduce reliance on foreign tech (notably Nvidia chips) and comply with the EU AI Act. Eighteen EU countries have expressed interest, with construction expected to start in 2027 and full completion by 2032.

7 reports · 3 sources · Updated Aug 8, 03:15 AM UTC

Qualcomm reported fiscal third-quarter earnings on Wednesday that met analyst expectations, but issued light guidance for the current quarter, blaming an ongoing supply crunch for computer parts, especially memory. CEO Cristiano Amon announced that the company will raise prices across the board starting September 1 to offset rising input costs in wafer fabrication, assembly, test, advanced packaging, and memory. The company's handset chip sales fell 20% year-over-year to $5.1 billion, reflecting a bottoming in the China market and consumer preference shifting to lower-priced premium phones. Automotive sales were a bright spot at $1.59 billion, with a new chip supply deal with BMW. Qualcomm also completed its acquisition of AI software company Modular and remains on track to report $5 billion in data center revenue next year. Net income fell 25% to $2 billion.

1 reports · 1 sources · Updated Jul 29, 08:02 PM UTC

Intel Foundry has completed the RAMP-C program, a U.S. defense initiative awarded in 2021 to establish a secure domestic leading-edge chip ecosystem on its 18A process. The program funded commercial and defense partners including Nvidia, Microsoft, IBM, Qualcomm, Boeing, and Northrop Grumman to run test chips on an immature design kit, providing Intel with power, performance, area, and cost (PPAC) data. Completion signals readiness for external customers to fabricate real products, potentially using the Intel Secure Enclave manufacturing flow, which RAMP-C helped shape. The Secure Enclave follow-on program is worth up to $3 billion and was finalized alongside Intel's $7.86 billion CHIPS Act award in November 2024. Intel Foundry reported $293 million in external revenue last quarter against a $2.1 billion operating loss. Fortinet was named the first publicly disclosed external foundry customer, building its security processor on Intel 4 rather than 18A.

1 reports · 1 sources · Updated Jul 29, 09:30 AM UTC

Intel reported Q2 2026 non-GAAP earnings of $0.42 per share, nearly double the $0.22 consensus estimate, on revenue of $16.1 billion, beating the $14.7 billion forecast. Despite the strong beat, shares fell 7.9% in the next trading session after initially rising 11% in after-hours trading. The sell-off was driven by Intel's raised 2026 capital budget to over $20 billion, a softer Q3 profit guidance of $0.38 per share, and a $2.1 billion loss in its foundry business. Data-center revenue surged 59% year-over-year to $6.3 billion, with AI-driven lines now near 70% of total revenue. The market is pricing high implied volatility of 83%, reflecting uncertainty over whether Intel's heavy spending on growth will translate into durable profits.

1 reports · 1 sources · Updated Jul 28, 07:44 PM UTC

Samsung launched its eighth-generation foldable smartphones, including the Galaxy Z Fold 8 Ultra, Z Fold 8, and Z Flip 8, in India on July 22, 2026. This marks the first introduction of an Ultra variant in Samsung's foldable lineup. The devices run on One UI 9 based on Android 17 and come with 7 years of OS and security updates. Samsung noted that Indian users are increasingly using foldables for content consumption, AI-enhanced productivity, and camera features. The phones feature a flex titanium plate design. The Galaxy Z Fold 8 Ultra boasts an 8-inch main display, 200 MP main camera, Snapdragon 8 Elite Gen 5 processor, and up to 16 GB RAM. The Z Fold 8 has a 7.6-inch display and 50 MP main camera, while the Z Flip 8 features a 6.9-inch display and Exynos 2600 processor. Additionally, Samsung launched the Galaxy Watch Ultra 2 and Watch 9, both powered by Qualcomm Snapdragon Wear Elite processors.

1 reports · 1 sources · Updated Jul 28, 11:49 AM UTC

Qualcomm, a leading smartphone chipmaker, has informed its customers of double-digit price increases due to rising costs, according to a Bloomberg News report on July 24, 2026. The company sent a letter to clients on Friday stating that the price hike will apply to products shipped after September 1. Qualcomm cited an inability to absorb rising supplier costs and noted it has sought alternative components from new suppliers. The announcement comes as Qualcomm faces mounting pressure in the smartphone market, exacerbated by a memory chip shortage as investment shifts toward AI infrastructure. Qualcomm's shares fell over 1% following the news. The company is scheduled to report its third-quarter results on July 29. Reuters could not independently verify the report, and Qualcomm did not immediately respond to a request for comment.

1 reports · 1 sources · Updated Jul 24, 05:33 PM UTC

A Chinese modder known as VoidTech has successfully gotten an Nvidia GeForce RTX 4060 graphics card working on a Huawei Qingyun W510 Arm-based workstation running Windows 11. The achievement was made possible by borrowing a graphics driver from Nvidia's upcoming RTX Spark, which runs Arm Windows 11 natively. The Huawei workstation uses a Kunpeng 920 CPU with 24 cores, but its single-threaded performance is significantly weaker than modern x86 processors, leading to poor gaming performance (e.g., 21 FPS in Black Myth Wukong at 1080p Medium). VoidTech could not get video output directly from the RTX 4060 due to missing encoder support in the driver, so he used Sunshine/Moonlight game streaming to run the system headlessly. The experiment demonstrates the feasibility of using discrete Nvidia GPUs on Arm Windows platforms, albeit with significant performance and compatibility hurdles.

1 reports · 1 sources · Updated Jul 22, 01:18 PM UTC

A Chinese modder known as VoidTech has successfully gotten an Nvidia GeForce RTX 4060 graphics card working on a Huawei Qingyun W510 Arm-based workstation running Windows 11. The achievement was made possible by borrowing a graphics driver from Nvidia's upcoming RTX Spark, which runs Arm Windows. The setup used a Huawei Kunpeng 920 CPU (24 cores) and required a workaround for video output, as the driver lacked support for desktop GPU display encoders. VoidTech used the Sunshine/Moonlight game streaming solution to run the system headlessly. Performance was limited by the slow single-core performance of the Kunpeng CPU and x86 emulation overhead, resulting in low frame rates in games like Black Myth Wukong (21 FPS) and Genshin Impact (~25 FPS). The modder also faced issues with missing Windows drivers for the workstation's network controller and broken ACPI tables. The experiment demonstrates the potential for discrete GPU support on Arm Windows platforms.

1 reports · 1 sources · Updated Jul 22, 01:18 PM UTC

This analysis from Trefis examines Qualcomm (QCOM) stock performance during historical market shocks, highlighting that the stock tends to fall harder than the broader market. Over 15 major shocks, Qualcomm's average peak-to-trough drop was about 24% versus 16% for the S&P 500, with worst-case plunges of 41% (2014-2016 and 2022). Recovery times vary, with a median of 7 months but a slowest recovery of 46 months after the 2014-2016 commodity downturn. The article notes Qualcomm's strong long-term prospects in AI, automotive, and IoT, but warns investors about the stock's severe drawdown risk during panics. It lists 15 historical shocks from the 2007 credit crunch to the 2025 US tariff shock, providing context for each event.

1 reports · 1 sources · Updated Jul 22, 01:17 PM UTC

Samsung launched its Galaxy Z8 Series on July 22, 2026, introducing three foldable smartphones: the Galaxy Z Fold8 Ultra ($2,099), Galaxy Z Fold8 ($1,899), and Galaxy Z Flip8 ($1,199). The South Korean tech giant raised prices by $100 on some models compared to predecessors, citing rising memory chip costs driven by AI industry demand and supply shortages. The launch comes ahead of an expected foldable iPhone from Apple later in 2026, which analysts say adds urgency for Samsung to maintain its market leadership. The new Fold8 features a 4:3 screen ratio to compete with Apple's rumored wide-screen foldable. Analysts noted Samsung may be absorbing some cost increases to keep prices competitive, though the Ultra's $2,099 price tag is a talking point.

1 reports · 1 sources · Updated Jul 22, 01:00 PM UTC

Samsung has detailed the features of its upcoming smart glasses at its Galaxy Unpacked event in London, marking its first major challenge to Meta in the smart eyewear market. The glasses include a built-in camera for capturing video and reading content from whiteboards, as well as the ability to summarize smartphone messages via built-in speakers. Samsung is testing gesture controls using its smartwatches and Galaxy Ring. The device uses Qualcomm's Snapdragon AR1 Gen1 chip and requires a smartphone connection. Samsung has not disclosed pricing but positions the glasses as a premium product, with more designs and colors expected at launch this fall. Meta currently dominates the market with a 69.2% share in Q1 2026, and analysts caution that Samsung must deliver compelling everyday use cases to succeed beyond its smartphone base.

1 reports · 1 sources · Updated Jul 22, 01:00 PM UTC

Samsung launched its eighth-generation foldable smartphones in India on July 22, 2026, including the Galaxy Z Fold 8 Ultra, Galaxy Z Fold 8, and Galaxy Z Flip 8. The Ultra variant is a new addition to the foldable lineup. The devices run on One UI 9 based on Android 17, with Samsung promising 7 years of OS and security updates. Key features include flex titanium plate design, Snapdragon 8 Elite Gen 5 processor (Exynos 2600 for Z Flip 8), up to 16GB RAM, 1TB storage, and IP48 water/dust resistance. The Z Fold 8 Ultra boasts an 8-inch main display, 200MP main camera, and 5,000mAh battery. Samsung noted that Indian users are increasingly using foldables for content consumption, AI-enhanced productivity, and photography. The launch also included the Galaxy Watch Ultra 2 and Watch 9.

1 reports · 1 sources · Updated Jul 22, 12:49 PM UTC

This article from The Motley Fool analyzes the possibility of Micron Technology executing a stock split in 2026. Micron's shares have surged over 7x in the past year due to phenomenal revenue and earnings growth driven by an AI-fueled memory shortage, but have recently pulled back 29% from a 52-week high. The author argues that with shares trading at around $900, a forward stock split (e.g., 10-for-1) could lower the per-share price to around $90, potentially boosting retail investor demand and arresting the recent slide. The article highlights Micron's attractive valuation at 19 times trailing earnings and a forward earnings multiple of just 5.5, noting that earnings increased 13x year-over-year last quarter. It also points to long-term supply agreements with Qualcomm and Harman, and industry forecasts from SK Hynix suggesting memory chip demand could outpace supply well beyond 2030, supporting continued growth.

1 reports · 1 sources · Updated Jul 21, 04:43 PM UTC

Qualcomm has returned $43 billion to shareholders over the past five years through dividends and buybacks, representing 24% of its current market value. Despite this massive capital return, the stock has only gained 33% in price terms, significantly underperforming the S&P 500's 81% return. The company's high-margin business, with a 26% operating margin, generates strong cash flow from its Snapdragon chipset division (QCT) and licensing arm (QTL). However, the market is concerned about growth prospects as the core handset business faces headwinds, including weak China Android shipments and a planned reduction in Apple business. Qualcomm is diversifying into automotive, with record $1.3 billion quarterly revenue, and data center custom silicon for AI, with initial shipments expected in the December quarter. The article questions whether the cash returns are a reward for a great business or a consolation prize for a lagging stock.

1 reports · 1 sources · Updated Jul 21, 04:02 PM UTC

Visvesvaraya Technological University (VTU) has signed a Memorandum of Understanding (MoU) with Google to provide engineering students with training in Artificial Intelligence, cloud computing, data science, and cybersecurity. The agreement, signed in Bengaluru on July 21, 2026, aims to align student skills with industry requirements and improve employment opportunities. VTU Vice-Chancellor S. Vidyashankar noted that the university has 220 engineering colleges with 300,000 students. Google for Education India Head Sanjay Jain said the program will train both students and faculty based on National and State Education Policies. Similar agreements were also signed with Qualcomm (for Edge AI Centre of Excellence), Bharat Skills Institute Foundation, and SEEL Company. The SEEL platform will provide cloud-based lab access, GATE preparation materials, AI-powered mock interviews, and over 1,900 industrial projects and internships.

1 reports · 1 sources · Updated Jul 21, 01:39 PM UTC

Taiwan Semiconductor Manufacturing (TSM) reported strong Q2 2026 results with $40 billion in revenue (up 39% year-over-year) and a 61% surge in EPS, driven by sustained AI demand. CEO C.C. Wei highlighted that agentic AI is reviving CPU demand in data centers, with all major architectures (x86, ARM, RISC-V) running through TSM's fabs. The company manufactures chips for Nvidia, AMD, Apple, Broadcom, and Qualcomm, positioning it to benefit from AI expansion beyond GPUs into memory, networking, and CPUs. The article argues TSM offers diversified AI exposure without betting on a single chip designer winner. It also includes a promotional link for an analyst's top 10 AI stock picks that exclude TSM.

1 reports · 1 sources · Updated Jul 21, 12:35 PM UTC

This analysis from Yahoo Finance argues that Qualcomm's stock narrative is shifting from smartphone market concerns to its rapidly growing automotive segment. In its most recent quarter, Qualcomm's QCT Automotive division posted record revenues of $1.3 billion, representing 38% year-over-year growth, accelerating from 15% growth the prior quarter. Management forecasts approximately 50% growth for the upcoming quarter. The growth is driven by adoption of the Snapdragon Digital Chassis platform for infotainment and advanced driver-assistance systems (ADAS). The segment has exceeded $5 billion in annualized revenues for the first time, with expectations to exit the fiscal year above a $6 billion run rate. This provides a crucial counterweight to the challenging handset market, particularly weakness in China, and demonstrates Qualcomm's successful diversification into high-margin, less cyclical automotive revenue.

1 reports · 1 sources · Updated Jul 20, 02:09 PM UTC

Semiconductor stocks attempted a recovery on Monday, July 20, 2026, after the PHLX Semiconductor Index fell 9% the previous week. AMD jumped 2% after being named a 'top pick' by Rosenblatt with a raised price target of $665, while UBS raised its target to $700. Memory leaders Micron Technology and SK Hynix saw significant gains. The rebound comes amid Wall Street views that the AI trade remains intact despite a 20% monthly decline, with JPMorgan citing oversold conditions and constructive fundamentals. However, investors are weighing risks from Chinese startups like Moonshot, which unveiled a low-cost AI model, raising questions about US AI valuations and capital expenditure sustainability. Alphabet's upcoming quarterly results are also in focus for clues on AI spending.

1 reports · 1 sources · Updated Jul 20, 01:31 PM UTC

Micron Technology (MU) has surged 630% in the past year, driven by AI demand and a structural shift in its business model. The company is rolling out Strategic Customer Agreements (SCAs)—multi-year, take-or-pay contracts with binding volume commitments. As of mid-2026, 16 such deals cover 20% of DRAM and 33% of NAND volume, locking in a cumulative minimum revenue of approximately $100 billion over 5-year terms (2026-2030). Customers are providing $22 billion in cash deposits and financial commitments. While contracts include price ceilings, the floor prices guarantee gross margins above Micron's best-ever cyclical peaks. This shift from volatile commodity pricing to predictable, high-margin revenue could lead the market to revalue Micron as a strategic partner rather than a cyclical chipmaker. The article also highlights guidance momentum as a key signal for investors.

1 reports · 1 sources · Updated Jul 20, 12:54 PM UTC

This Yahoo Finance analysis examines the wide range of potential outcomes for NVIDIA stock over the next year, as indicated by options market pricing. With implied volatility at 44%, the market sees a 68% probability the stock trades between $135 and $308.74 from its current price of $202.81. The article highlights the asymmetry of risk, with a potential 52% gain to the upside versus a 33% decline to the downside. It attributes the heightened uncertainty to NVIDIA's strong growth drivers—including 85% year-over-year revenue growth, the rapid ramp of its Blackwell platform, and a new $200 billion TAM from the Vera CPU—offset by significant execution risks surrounding the upcoming VeraRubin platform transition and the absence of China data center revenue. The piece advises investors to manage exposure through disciplined position sizing rather than trying to predict the stock's direction, and notes that VeraRubin production shipments in Q3 will be a key signal for narrowing uncertainty.

1 reports · 1 sources · Updated Jul 20, 12:21 PM UTC

AMD's next-generation Medusa Point mobile APU, expected to launch in 2025 as part of the Ryzen AI 500 series with Zen 6 architecture, has appeared on Geekbench again with its highest scores yet. The 10-core engineering sample (Ryzen AI 9 565) scored 3,329 points in single-core and 16,555 in multi-core tests, representing improvements of nearly 5% and 9.7% respectively over previous leaks. The single-core result surpasses all current x86 mobile chips and rivals desktop processors like the Ryzen 9 9900X and 9800X3D. The listing confirms a 2.0 GHz base clock, 5.37 GHz boost clock, 10MB L2 cache, and 32MB L3 cache. Medusa Point is positioned as AMD's mainstream mobile offering to compete with Intel's Panther Lake, while high-end segments will be served by Nova Lake and AMD's Gator Range.

1 reports · 1 sources · Updated Jul 19, 02:35 PM UTC

AMD's upcoming next-generation mobile APU, codenamed Medusa Point (Ryzen AI 500 series), has appeared on Geekbench again with its highest scores to date. The 10-core engineering sample scored 3,329 points in single-core and 16,555 in multi-core tests, representing nearly 5% and 9.7% improvements over previous leaks respectively. The single-core result surpasses all current x86 mobile chips from both AMD and Intel, trailing only Qualcomm's Snapdragon X2 Elite. The chip is believed to be the Ryzen AI 9 565, featuring a 5.37 GHz boost clock, 10MB L2 cache, and 32MB L3 cache. This mainstream mobile part, built on Zen 6 architecture, is expected to compete with Intel's Panther Lake in 2025. The multi-core score places it alongside AMD's higher-end Strix Halo parts, and it is 33% faster than the previous-generation Strix Point equivalent.

1 reports · 1 sources · Updated Jul 19, 02:35 PM UTC

AMD's upcoming next-generation mobile APU, codenamed Medusa Point (Ryzen AI 500 series), has appeared on Geekbench again with its highest scores yet. The 10-core engineering sample scored 3,329 points in single-core and 16,555 in multi-core tests, representing a 5% and 9.7% improvement over its previous showing, respectively. The single-core result surpasses all current x86 mobile chips from both AMD and Intel, trailing only Qualcomm's Snapdragon X2 Elite. The chip is believed to be the Ryzen AI 9 565, featuring a 5.37 GHz boost clock, 10MB L2 cache, and 32MB L3 cache. This performance leap is attributed to the architectural improvements of Zen 6 silicon. Medusa Point is positioned as AMD's mainstream mobile offering to compete with Intel's Panther Lake, while high-end segments will be served by Nova Lake and AMD's Gator Range.

1 reports · 1 sources · Updated Jul 19, 02:35 PM UTC

24/7 Wall St. rates Qualcomm (QCOM) a BUY with a $260.52 price target, implying 52.7% upside, despite a 20% drop in the past month to $171. The bull thesis hinges on Qualcomm becoming a credible third player in hyperscaler custom silicon, with CEO Cristiano Amon confirming a custom silicon engagement with a leading hyperscaler on track for initial shipments in the December quarter. Management doubled its 2029 non-handset revenue target to $40 billion and set a $15 billion AI data center sales goal. Automotive revenue hit a record $1.326 billion, up 38% YoY, while handset revenue fell 13% due to memory supply constraints. Risks include customer concentration, with only 20% share of Apple phones expected for fall 2026, and recent insider net selling. The article compares Qualcomm favorably to NVIDIA and Broadcom, noting Broadcom's $10.80 billion quarterly AI semiconductor revenue as the rerating target. Earnings are expected July 29.

1 reports · 1 sources · Updated Jul 18, 04:30 PM UTC

Qualcomm (QCOM) trades at $170.61, down 20% in a month, but 24/7 Wall St. rates it a BUY with a $260.52 target (52.7% upside). The bull thesis hinges on Qualcomm becoming a credible third player in hyperscaler custom silicon, with CEO Cristiano Amon confirming a custom silicon engagement with a leading hyperscaler on track for initial shipments in December 2026. Management doubled its 2029 non-handset revenue target to $40 billion, including a $15 billion AI data center sales goal. Automotive revenue hit a record $1.326 billion, up 38% YoY. The article compares Qualcomm favorably to NVIDIA and Broadcom, noting Broadcom's $10.80 billion quarterly AI semiconductor revenue as the rerating target. Risks include customer concentration (only 20% share of Apple phones in fall 2026), handset revenue decline, and insider selling. The next earnings report is expected July 29.

1 reports · 1 sources · Updated Jul 18, 04:30 PM UTC

Micron Technology announced strategic customer agreements with major automotive and technology players including Qualcomm, Visteon, Harman, JOYNEXT, Denso, Astemo, and Hyundai Mobis to expand its presence in the automotive technology market. The partnerships aim to provide advanced memory and storage solutions for connected and intelligent vehicles. Despite this positive development, MU stock has retreated 31.7% from its all-time high of $1,255 on June 25, 2026, amid a broader semiconductor sector sell-off. The stock has delivered a 669.3% gain over the past 12 months and is up 205.3% year-to-date, far outperforming the S&P 500. CEO Sanjay Mehrotra emphasized the growing importance of memory and storage as vehicles become smarter and more technologically advanced.

1 reports · 1 sources · Updated Jul 18, 03:15 PM UTC

Micron Technology announced strategic customer agreements (SCAs) with major automotive and technology players including Qualcomm, Visteon, Harman, JOYNEXT, Denso, Astemo, and Hyundai Mobis to expand its presence in the automotive technology market. The partnerships aim to provide advanced memory and storage solutions for increasingly connected and intelligent vehicles, supporting infotainment systems and AI-enabled features. Micron's stock has been a standout beneficiary of the AI boom, surging 669.3% over the past 12 months and 205.3% year-to-date in 2026, far outpacing the S&P 500. However, after reaching an all-time high of $1,255 on June 25, the stock has retreated 31.7%, including an 11% drop over the past five trading days. The article analyzes whether these automotive deals could provide a new catalyst for MU stock amid the recent pullback.

1 reports · 1 sources · Updated Jul 18, 03:15 PM UTC

Yahoo Finance's weekly AI roundup highlights TSMC and China's Moonshot AI as winners, and IBM and the broader chip industry as losers. TSMC reported blowout Q2 earnings with revenue up 36% year-over-year and net income surging 77.4%, driven by surging AI chip demand from Apple, AMD, Nvidia, and Qualcomm. The company raised its capex and revenue forecast and plans to expand its US footprint. Moonshot AI unveiled its Kimi K3 model, which, while trailing frontier models like Anthropic's Fable 5 and OpenAI's GPT-5.6 Sol, surpasses them on certain benchmarks, highlighting China's rapid AI catch-up and its open-weight, low-cost strategy. On the losing side, IBM preannounced disappointing Q2 results as customers shifted spending from mainframes to AI servers and memory chips. The article also notes broader chip industry challenges from this spending shift.

1 reports · 1 sources · Updated Jul 18, 01:16 PM UTC

Yahoo Finance's weekly AI roundup highlights TSMC and China's Moonshot AI as winners, and IBM and the broader chip industry as losers. TSMC reported blowout Q2 earnings with revenue up 36% year-over-year and net income surging 77.4%, driven by insatiable AI chip demand from Apple, AMD, Nvidia, and Qualcomm. The company raised its capex and revenue forecast. Moonshot AI unveiled its Kimi K3 model, which, while trailing top US models like Anthropic's Fable 5 and OpenAI's GPT-5.6 Sol overall, surpasses them on certain benchmarks, signaling China's rapid AI catch-up. In contrast, IBM preannounced disappointing Q2 results as customers shifted spending from mainframe systems to AI servers and memory chips, missing analyst expectations. The article also notes the strategic divergence between Chinese firms releasing open-weight models and US firms focusing on proprietary, paid models.

1 reports · 1 sources · Updated Jul 18, 01:16 PM UTC