Semiconductor News & Analysis Feed
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2026-06-25
wtvbam.com
2026-06-25
WTVB
June 24 (Reuters) – Qualcomm is expected to use its investor day on Wednesday to lay out a push beyond its core smartphone business into the fast-growing, but highly competitive, market for AI data center chips.
Analysts expect the San Diego-based company to name new customers for its AI chips as it tries to gain a foothold in a market dominated by Nvidia.
The shift reflects mounting pressure
2026-06-25
stockstory.org
2026-06-25
StockStory
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2026-06-25
www.qualcomm.com
2026-06-25
Qualcomm
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Agentic AI is here. Systems can plan, act and adapt autonomously. Transforming our experiences with always-on in
2026-06-25
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2026-06-25
Business Wire
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Qualcomm debuts line of AI data center chips and systems, increasing competition with Nvidia
Daniel Howley · Technology Editor
Wed, June 24, 2026 at 12:30 PM PDT 3 min read
QCOM
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Qualcomm (QCOM) is dramatically expanding its presence in the AI data center wars with a slew of announcements that include everythi
2026-06-25
news.google.com
2026-06-25
Business Wire
2026-06-25
www.servethehome.com
2026-06-25
ServeTheHome
AIServerServer CPUs
Qualcomm Investor Day 2026 Data Center Announcements CPUs, AI Accelerators, and More
By Patrick Kennedy -
June 24, 2026
0
Qualcomm Investor Day 2026 Cover Large
I am here in New York City for Qualcomm Investor Day 2026 (thanks to Qualcomm for covering my travel). This is the event Qualcomm has been talking about as its venue for re-launching its data center offerings. Earlier
2026-06-25
seekingalpha.com
2026-06-25
Seeking Alpha
On the Move
Qualcomm goes all-in on data center infrastructure; Microsoft, Meta revealed as early customers
Jun 24, 2026, 3:20 PM ETQUALCOMM Incorporated (QCOM) Stock, META Stock, MSFT StockBy: Brandon Evans, SA News Editor
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Qualcomm (QCOM) laid out a comprehensive plan and portfolio to break into the data center and AI i
2026-06-25
markets.chroniclejournal.com
2026-06-25
The Chronicle-Journal
Why Qualcomm (QCOM) Shares Are Falling Today
By:
StockStory
June 24, 2026 at 15:15 PM EDT
ⓘ This article is third-party content and does not represent the views of this site. We make no guarantees regarding its accuracy or completeness.
What Happened?
Shares of wireless chipmaker Qualcomm (NASDAQ: QCOM) fell 4.7% in the afternoon session after a leverage-driven rout in South Korean chipmakers, r
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
QUALCOMM Inc. (QCOM) Is One Of Billionaire David Tepper’s Oldest AI Stocks
Ramish Cheema
Wed, June 24, 2026 at 12:01 PM PDT 2 min read
QCOM
-3.29%
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Trading disclosure
We recently published David Tepper Stock Portfolio: 10 Long-Term Stock Picks. QUALCOMM Inc. (NASDAQ:QCOM) is one of the long-term stock picks.
Appaloosa Management has held QUALCOMM Inc. (NASDAQ:QCOM)'s shares
2026-06-25
www.cnbc.com
2026-06-25
CNBC
Qualcomm
on Wednesday revealed a central processing unit for data centers called Dragonfly C1000, and said that Meta
would use it when it starts production in 2028.
The chipmaker said that the new data center CPU was built for agentic AI and focuses on offering computing performance without using too much power.
The announcement, made at a Qualcomm presentation to investors, is another sign th
2026-06-25
www.bloomberg.com
2026-06-25
Bloomberg
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2026-06-25
www.reuters.com
2026-06-25
Reuters
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2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Qualcomm forecasts $15 billion data center chip sales by 2029, shares soar
FILE PHOTO: China International Import Expo in Shanghai · Reuters
Anhata Rooprai and Stephen Nellis
Wed, June 24, 2026 at 11:11 AM PDT 3 min read
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By Anhata Rooprai and Stephen Nellis
June 24 (Reuters) - Qualcomm said it expects to generate $15 billion in
2026-06-25
www.techtimes.com
2026-06-25
Tech Times
By Jerry Owens
Published: Jun 24 2026, 13:22 PM EDT
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logo of US Semiconductor company Qualcomm in the Alpine resort of Davos during the World Economic Forum (WEF) annual meeting. The World Economic Forum takes place in Davos from January 19 to January 23, 2026. INA FASSBENDER/GETTY IMAGES
Qualc
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
www.trefis.com
2026-06-24
Trefis
Is Qualcomm Stock A Bet On AI’s Future Or A Hostage To The Smartphone’s Present?
June 24th, 2026 by Trefis Team
-10.90%
Downside
204
Market
182
Trefis
QCOM
Qualcomm
After a powerful run, the chipmaker is asking investors to look past today’s handset troubles toward a future in AI-powered cars and data centers.
Qualcomm (QCOM) has long been the engine inside the world’s smartphones, but after a s
2026-06-24
www.aol.com
2026-06-24
AOL.com
Qualcomm Stock Price Prediction: 36% Upside the Analysts Are Missing
VANDITA JADEJA
Wed, June 24, 2026 at 10:59 PM GMT+8
0
wellesenterprises / iStock Editorial via Getty Images
Quick Read
QCOM dropped 8% ahead of Investor Day, but our 12-month price target of $278 signals 36% upside with high conviction.
Automotive revenue hit a record $1.33 billion (+38% YoY) and combined Automotive plus IoT gr
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
finance.yahoo.com
2026-06-24
Yahoo Finance
Qualcomm Stock Price Prediction: 36% Upside the Analysts Are Missing
Vandita Jadeja
Wed, June 24, 2026 at 7:59 AM PDT 4 min read
QCOM
-4.82%
Trade QCOM on Coinbase
Trading disclosure
Quick Read
QCOM dropped 8% ahead of Investor Day, but our 12-month price target of $278 signals 36% upside with high conviction.
Automotive revenue hit a record $1.33 billion (+38% YoY) and combined Automotive plus