Browsing Tag
Qualcomm
31 posts
Qualcomm and Amazon open a $60bn pathway into the AI data-centre chip race
Amazon could purchase up to $60 billion of Qualcomm products under a long-term collaboration covering custom inference silicon and optical connectivity. The agreement gives Qualcomm a potential anchor customer, but its ceiling, warrant structure and multigenerational timetable make execution more important than the headline value.
MediaTek fires a 2nm challenge at Qualcomm as flagship smartphone AI race accelerates
MediaTek has unveiled the Dimensity 9600 Pro, pairing TSMC’s most advanced manufacturing process with new on-device AI, gaming and imaging capabilities. The launch is both a premium-handset offensive and a test of whether MediaTek can convert technical leadership into stronger margins and brand power.
Qualcomm shares jump as Amazon custom silicon pact validates data-centre push
Qualcomm and Amazon are entering a multi-generation AI data-centre silicon relationship accompanied by a warrant for up to 25 million Qualcomm shares, with vesting tied to commercial arrangements and purchases reaching as much as $60 billion rather than a guaranteed $60 billion order.
TSMC Arizona Semiconductor Manufacturing Project: Phoenix chip fabs expand into $265bn AI-era cluster
The TSMC Arizona Semiconductor Manufacturing Project is a Phoenix-based advanced chipmaking cluster operated by TSMC Arizona Corporation, with N4 production already underway, N3 targeted for 2027 and planned investment now rising to $265bn.
Globalstar (NASDAQ: GSAT) $10.9bn Amazon deal hinges on Apple veto resolution
Globalstar (NASDAQ: GSAT) signed a USD 10.9B Amazon merger at USD 90 per share. The real question is whether Apple's 20 percent stake blocks the deal.
Nvidia (NVDA) enters the Windows PC market with Microsoft (MSFT) as Intel shares tumble
Microsoft and Nvidia will launch the first Windows PCs running Nvidia's N1X chip next week, per Axios. MSFT rose 5%, Intel fell 5% as the x86 era faces a new threat.
Beneath the semiconductor rally, Qualcomm faces erosion as Wolfspeed rides an AI repricing
Qualcomm and Wolfspeed fell together in a chip selloff, but one faces Apple share loss and the other is an AI-driven turnaround as Marvell sets a record. Read more.
Nvidia (NASDAQ: NVDA) is a $5tn company again, and this time Google’s TPUs are watching
Nvidia is back at $5 trillion. The harder question is whether Rubin can defend pricing power as Google TPUs and Broadcom ASICs scale into 2027.
Xiaomi unveils 17 Ultra at MWC 2026 as stock trades well off its 52-week high of $9.00
Xiaomi launches the 17 Ultra and 17 at MWC 2026 with Snapdragon 8 Elite Gen 5 and Leica cameras. Here's what it means for the premium market. Read more.
India highlights semiconductor design capabilities with 2nm chip launch in Bengaluru
Find out how India’s 2 nm chip launch at Qualcomm in Bengaluru connects to India Semiconductor Mission 2.0, pilot production, and talent building.