Semiconductor News & Analysis Feed
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2026-07-05
news.google.com
2026-07-05
simplywall.st
2026-07-01
www.barchart.com
2026-07-01
Barchart.com
2026-06-30
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2026-06-30
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2026-06-30
www.sandiegouniontribune.com
2026-06-30
San Diego Union-Tribune
BUSINESS
TECHNOLOGY
News
San Diego’s Qualcomm to buy startup Modular for $3.9 billion in AI push
This announcement is one of many from Qualcomm's Investor Day in New York City
Tony Pialis, general manager of data center at Qualcomm, spoke on stage during Investor Day in New York City on Wednesday about the company’s newest data center rack. (Qualcomm)
By NOELLE HARFF | noelle.harff@sduniontribune.
2026-06-27
simplywall.st
2026-06-27
simplywall.st
United States/Semiconductors/NasdaqGS:QCOM
QUALCOMM (QCOM) Is Down 16.2% After Modular Deal And AI CPU Push - Has The Bull Case Changed?
June 27, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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Earlier this week, Qualcomm Technologies announced an expanded collaboration with Hugging Face, launched its Dragonfly C1000 data center CPU and High Bandwidth Compute architecture, and conf
2026-06-25
www.electronicsweekly.com
2026-06-25
Electronics Weekly
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2026-06-25
siliconangle.com
2026-06-25
SiliconANGLE
Qualcomm Inc.’s stock jumped 14% in after-hours trading today after it shared a series of updates about its artificial intelligence roadmap.
The company announced plans to acquire an inference software startup called Modular Inc. and previewed two upcoming AI chips. Additionally, Qualcomm significantly raised its fiscal 2029 guidance. The chipmaker now expects its non-handset revenue segment, whi
2026-06-25
wccftech.com
2026-06-25
Wccftech
Qualcomm is expanding its chip-design services to China as it is reportedly in early talks with ByteDance.
Custom-chip designs are picking up momentum across the tech industry, and a report by Reuters suggests that Qualcomm might be assisting ByteDance, a leading Chinese firm, with chip-design services.
Although the talks between Qualcomm and ByteDance are still early, if they succeed, then that
2026-06-24
wtvbam.com
2026-06-24
WTVB
By Anhata Rooprai
June 24 (Reuters) – Qualcomm said on Wednesday it would buy AI startup Modular in an all-stock deal valued at nearly $4 billion, gaining access to software that runs AI models across chips without having to write code for each processor.
Buying Modular pits Qualcomm against CUDA, the software platform that has helped underpin Nvidia’s AI dominance by tying millions of develop
2026-06-24
www.constellationr.com
2026-06-24
Constellation Research
Qualcomm acquires Modular to add open software chops
PUBLISHED JUNE 24, 2026
Qualcomm said it will acquire Modular in a move that gives it an AI-native software platform that will give it a more integrated portfolio.
The plan for Qualcomm is to combine Modular's software ecosystem with its chips and AI data center efforts. With Modular, Qualcomm will also have a chip agnostic compute layer that
2026-06-24
www.moomoo.com
2026-06-24
Moomoo
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2026-06-24
www.cnbc.com
2026-06-24
CNBC
Qualcomm
on Wednesday said it’s buying infrastructure startup Modular to boost its artificial intelligence software capabilities amid the data center build-out.
The deal will better position Qualcomm in the inference market and help companies run AI more efficiently.
“We believe the future belongs to developer-friendly, horizontal platforms that can run across diverse compute environments and g
2026-06-24
qz.com
2026-06-24
qz.com
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2026-06-24
www.wsj.com
2026-06-24
WSJ
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2026-06-24
www.wired.com
2026-06-24
WIRED
LAUREN GOODE
BUSINESS
JUN 24, 2026 8:36 AM
Qualcomm Buys Buzzy Chip Startup Modular for Nearly $4 Billion
Modular, one of the most promising chip software startups of the AI era, heads for a multibillion-dollar exit.
PHOTOGRAPH: ERIC ALONSO/GETTY IMAGES
QUALCOMM WILL ACQUIRE the Silicon Valley chip startup Modular for nearly $4 billion.
The companies announced the acquisition on Wednesday; Qualc
2026-06-24
www.bloomberg.com
2026-06-24
Bloomberg.com
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2026-06-24
www.qualcomm.com
2026-06-24
Qualcomm
Qualcomm Incorporated (NASDAQ: QCOM), a connected computing leader at the center of the AI era, today announced that it has reached an agreement to acquire Modular Inc, strengthening Qualcomm Technologies, Inc.’s software foundation for generative and agentic AI across data center and edge environments.
As AI scales, efficiency, not capability, becomes a constraint. Performance-per-watt drives t
2026-06-24
www.barrons.com
2026-06-24
Barron's
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2026-06-24
news.google.com
2026-06-24
Stock Titan
2026-06-24
www.reuters.com
2026-06-24
Reuters
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