Qualcomm in the news

Qualcomm's stock experienced a recent drop despite long-term growth and new AI and licensing deals, and an agreement with AWS is set to boost data center revenue, while the company still faces handset market and AI competition risks.

Qualcomm is projected to grow significantly in non-handset sectors, particularly data centers and automotive, with a price target of $225.99, as its AI potential is currently undervalued by investors.

Qualcomm released Linux driver code for its QPaCE hardware accelerator to boost ZRAM performance on new Snapdragon SoCs.

Qualcomm and Taiwan Semiconductor Manufacturing are compared as investment options in 2026, highlighting their financial performance, market positions, risks, and valuations in the context of the AI industry.

Qualcomm Government Technologies and OKSI are partnering to integrate OKSI's AI-powered OMNISCIENCE autonomy software with Qualcomm's processors for defense platforms.

Qualcomm faces uncertainty as Apple reduces orders, requiring the company to rely on rapid growth in its non-handset businesses to compensate.

Intel's Core Ultra Series 3 processors excel over competitors like Qualcomm's Snapdragon in software compatibility, real-world performance, gaming, and exclusive technologies like Thunderbolt and Quick Sync Video.

Qualcomm is driving "intelligence everywhere" with a hybrid AI approach, leveraging its European presence for R&D, academic collaborations, and 6G development, positioning the continent to lead in localized AI.

Microsoft unveiled new Surface Pro and Laptop models powered by Qualcomm's Snapdragon X2 Plus chip, positioning them as competitively priced alternatives to the MacBook Air with improved performance and AI capabilities.

Qualcomm, Apple, and MediaTek have launched 2nm processors, advancing on-device AI with distinct strategies in model size, memory, thermal design, and NPU architectures.

Qualcomm believes its Snapdragon PCs are now ready to handle advanced AI agents, which can perform complex tasks by orchestrating local and cloud computing, though user interface and trust remain key challenges.

Qualcomm is patching Linux for hardware thermal binning to optimize Snapdragon X laptop performance based on individual SoC thermal limits.

Google's new Googlebooks, running Android apps natively, exhibit performance differences between Intel and Qualcomm processor models, with some complex Android apps needing optimization for Intel-based systems.

Qualcomm and Arm Holdings are in a federal court trial in Delaware over alleged contract breach regarding chip testing tools and a public termination threat.

Some iPhone 18 Pro Max units on AT&T are unable to make calls or send texts, requiring replacement of affected devices.

SpaceX shares rose after multiple successful launches, CL Workshop Group announced a $200 million ATM offering, and Qualcomm filed a prospectus for 25 million common shares.

Qualcomm faces stock volatility, declining revenue and operating margins, reduced business from Apple, and increasing costs impacting its chip business, despite historical stock recovery.

Taiwan Semiconductor Manufacturing's stock hit a record high due to early talks with Terafab for Texas chip factories, while Qualcomm's stock declined.

Micron Technology is seeing revenue growth due to its role in the AI boom, while Qualcomm's revenue is declining because of increased component costs and reduced smartphone demand, leading Qualcomm to shift focus to the AI data center market.

ASML Holding demonstrates accelerating revenue growth through lithography equipment sales and collaborations, while Qualcomm faces modest revenue declines despite patent renewals and new partnerships.