The chipset will be unveiled on September 22. Qualcomm is introducing its Snapdragon 8 Elite Gen 6 SoC as well as the Snapdragon 8 Elite Gen 6 Pro at its...

¿Vale la pena echarle un vistazo a Qualcomm como acción de valor? ¿Cómo se ven los fundamentos? La visión bajista y el debate actual sobre la inversión. Acciones como QCOM. Carteras sobre búsqueda de valor. Más de Trefis. Vista de administrador.

Qualcomm (QCOM) trades at about $176 a share, down about 14% over the past three months and up 12.4% over the past twelve. At 20.1 times earnings against an S&P 500 median of 22.9, a profitable chip designer sits below the market.

Qualcomm's $60 billion Amazon chip deal strengthens its push into AI data centers and gives hyperscalers another alternative to Nvidia.

Amazon's Qualcomm deal spans custom AI inference chips and optical networking, with equity warrants tied to purchasing milestones reaching $60 billion, potentially expanding competition across the data-center compute and connectivity supply chain.

$Qualcomm (QCOM.US)$ CFO Akash Palkhiwala describes a multi-generation collaboration with Amazon spanning customized AI data-center silicon and optical connectivity. The immediate headline is strategic; the investment question is how quickly it becomes purchasing and deployment. ⏱️ Time Horizon September 2026: Collaboration announced; 3.75 million warrant shares vested at issuance under initial purchase commitments. Executio...

Qualcomm is betting that smarter local AI starts with keeping more compute, memory and AI power right on the phone.

Qualcomm disclosed more on its next-gen Oryon CPU, Adreno GPU, and Hexagon NPU that will power next-gen devices

Qualcomm has released details of its next-gen Hexagon NPU featuring an Element Accelerator, 50% more shared memory, and support for 30B parameter MoE AI models.