Semiconductor News & Analysis Feed

Qualcomm's $4B investment in a chip-free startup signals a fundamental shift in the semiconductor industry. This move reveals that NVIDIA's true competitive advantage lies not in silicon manufacturing, but in its AI and computing ecosystem. The trend indicates that future semiconductor competition w

Qualcomm CEO Cristiano Amon envisions a new era driven by AI agents, where smart glasses and wearable devices will become central to human-computer interaction. These agents will coordinate across multiple apps to perform tasks like booking restaurants or sending confirmations, shifting the paradigm

In an interview with CNBC, Qualcomm CEO Cristiano Amon delves into the future of AI devices, smart glasses, and smartphones. He emphasizes that as AI technology evolves, devices will expand beyond traditional smartphones to include smart wearables and edge computing platforms. Amon highlights Qualco