Qualcomm's stock has risen about 50% since April, reflecting a shift in AI technology from centralized data centers to edge devices where Qualcomm excels. The company’s expertise in power efficiency and connectivity positions it well for growth in AI inference on devices like smartphones, PCs, and vehicles. Qualcomm's revenue could grow to $65 billion by 2029 with strong net margins, potentially doubling its stock price to around $380. This transition highlights Qualcomm's move from smartphone components to a broader AI platform, offering significant long-term growth opportunities despite market risks.
The global silicon interposer market, valued at $4 billion in 2025, is projected to grow to $14.04 billion by 2035 with a CAGR of 13.38%. Growth is fueled by rising adoption of AI, chiplet architectures, and advanced semiconductor packaging technolog...
The global Edge AI semiconductor market, valued at $25.36 billion in 2025, is projected to grow to $151.30 billion by 2035 with a CAGR of 19.57%. Growth is fueled by increasing use of AI processors in consumer electronics, automotive, healthcare, and...
Micron Technology announced a $3 billion investment to strengthen the US semiconductor supply chain and expand manufacturing capacity. This includes $500 million to support GlobalWafers' new silicon wafer plant in Texas and a 10-year supply deal for ...
The global Power Line Communication (PLC) market, valued at $10.32 billion in 2025, is projected to grow to $27.28 billion by 2035 with a CAGR of 10.23%. Growth is fueled by rapid smart grid modernization, increased adoption of smart meters, IoT-base...
