Cantor Fitzgerald raises Qualcomm stock price target on data center potential - Investing.com

Cantor Fitzgerald has raised Qualcomm's stock price target due to the company's significant potential in the data center sector. This adjustment reflects market recognition of Qualcomm's transition fr... Read original →

Qualcomm’s data center push isn’t mere diversification—it’s an architectural redefinition driven by 5G-AI convergence. Its Oryon CPU and AI accelerators will force TSMC to accelerate sub-3nm yield ramp for server chips. Geopolitically, while U.S. export controls on advanced chips to China temporarily favor Qualcomm’s onshore strategy, supply chain costs could surge if packaging capacity in Taiwan, China or Hong Kong, China faces restrictions. NVIDIA and AMD will likely counter with customized AI accelerators, while Intel may bundle foundry services to lock in clients. Within 18 months, if Qualcomm leverages its cellular protocol stack into a low-latency data center interconnect standard, it could unlock a multi-billion-dollar market—but only if it mitigates Arm licensing risks and proves superior power efficiency over x86 rivals.