Qualcomm is teaming up with OpenAI and MediaTek to develop smartphone processing chips designed to run AI agents, with production expected by 2028. This partnership aims to create a smartphone fully controlled by AI, leveraging OpenAI's accumulated user data and Qualcomm's mature hardware technology. The device will be co-designed and built with Chinese manufacturer Luxshare, potentially bundling subscriptions with hardware to build a new AI ecosystem. This move highlights the growing integration of AI in mobile technology and OpenAI's ambition to lead in AI-driven consumer devices.
Qualcomm has been upgraded to a buy rating due to its strategic shift towards data centers and a growing automotive segment, which are expected to drive future revenue growth. The company aims to double its non-handset revenue to $40 billion by fisca...
A simple tap on a smartphone triggers a complex AI-driven process that spans from touch sensors to cloud computing, cybersecurity, automated warehouses, and last-mile delivery technologies. Key companies like Nvidia, Qualcomm, and Ambarella provide t...
The global industrial semiconductor market, valued at $98.35 billion in 2025, is projected to grow to $329.73 billion by 2035, with a CAGR of 12.86%. Growth is fueled by increasing adoption of AI-powered industrial automation, electric vehicles, smar...
