Qualcomm CEO Cristiano Amon says AI companies are “starting to do phones” and asking Qualcomm to support running 100B-parameter local LLMs continuously by 2028
Cristiano Amon on the China vs. US AI sentiment, how AI is changing smartphones and wearables, Qualcomm's data center strategy, and what 6G will unlock.
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 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.