CPUs are now at the center of the AI race as Nvidia, Qualcomm, MediaTek, Arm, Google, Amazon, Chinese players, and others take on Intel and AMD in data centers
TAIPEI/PALO ALTO, California — The global AI boom is reshaping one of the semiconductor industry's most important battlegrounds: CPUs.
Qualcomm unveils Dragonfly C1000, a more power-efficient data center CPU built for agentic AI, and says Meta will use it when Qualcomm starts production in 2028
Qualcomm shares jumped 15% in extended trading on Wednesday after the chipmaker said non-handset revenue in fiscal 2029 will be $40 billion, up from a prior forecast of $22 billion.
Sources: Qualcomm reached a deal with ByteDance to supply millions of ASICs for AI data centers to support AI agents in the Doubao chatbot; QCOM closed up 4.48%
Qualcomm Inc. reached a deal with TikTok owner ByteDance Ltd. to supply chips for artificial intelligence data centers …
Sources: Qualcomm reached a deal with ByteDance to supply millions of ASICs for AI data centers to support AI agents in the Doubao chatbot; QCOM jumps 4.48%
Qualcomm Inc. reached a deal with TikTok owner ByteDance Ltd. to supply chips for artificial intelligence data centers …
Qualcomm stock closed up 11.6% on Friday and is now up 75% in the past month, as the company increasingly becomes a key player in AI devices
Qualcomm stock closed up 11.6% on Friday and is now up 75% in the past month, as the company increasingly becomes a key player in AI devices
Qualcomm shares surged 12% on Friday and are now up 75% in the past month, as the chipmaker's increasingly central position in the physical AI boom becomes more apparent to Wall Street.
Qualcomm closed down 11.46% on May 12, as chip stocks pull back from record AI-driven rally; Intel closed down 6.82%, Sandisk dropped 6%, and Micron fell 3.61%
Chip stocks dropped on Tuesday, pulling back from a massive rally that broadened the artificial intelligence trade beyond Nvidia and propelled the sector to new highs.
Qualcomm closed down 11.46% on Tuesday as chip stocks pull back from record AI-driven rally; Intel closed down 6.82%, Sandisk dropped 6%, and Micron 3.61%
Chip stocks dropped on Tuesday, pulling back from a massive rally that broadened the artificial intelligence trade beyond Nvidia and propelled the sector to new highs.
Sources: Apple and Qualcomm are scrambling to secure glass cloth fiber, used in chip substrates and PCBs, amid a surge in demand from AI giants like Nvidia
TAIPEI/TOKYO — It looks something like heavy-duty plastic wrap and is buried so deep in the guts of an iPhone that most users don't even know it exists.
Driven by the AI boom, chipmakers posted $400B+ in sales in 2025; FactSet projects revenue for Nvidia, Intel, Broadcom, AMD, and Qualcomm to reach $538B in 2026
Wall Street Journal :