Qualcomm is currently trading at a modest 16.4 times forward earnings, with little of its AI datacenter potential priced in by the market. The company’s new HBC architecture aims to revolutionize AI accelerators by overcoming memory bottlenecks, improving efficiency, and giving hyperscalers more control over their supply chain. Qualcomm’s management projects $15 billion in AI datacenter revenue by fiscal year 2029, which could translate to a $108 per share upside if their silicon and supply chain strategies succeed. This positions Qualcomm as a strong player in the AI infrastructure space with significant growth potential ahead.
Qualcomm shares are currently priced at USD 178.66 on Pluang, down 1.82% for the day. As of Sep 14, 2026 22:41 WIB, the company holds a market cap of $194.35 billion, reflecting its significant presence in the technology sector.
A Delaware jury ruled that Arm breached its chip architecture license agreement with Qualcomm, causing Arm's stock to fall 5%. AMD shares also dropped 5%, while Taiwan Semiconductor's shares declined 2%. The verdict threatens Arm's core business mode...
Arm Holdings has gained over 120% this year by expanding from smartphone chip designs into AI data center silicon, attracting strong Wall Street interest. Despite a recent 19.6% drop in a week and a valuation at 302 times trailing earnings, the compa...
Intel and Qualcomm both rebranded around AI in their recent earnings, but investor reactions diverged. Intel reported strong revenue growth driven by AI-related Xeon server CPUs and data center demand, with supply constraints noted. Qualcomm, meanwhi...
Qualcomm is shifting focus from smartphone chips to AI and data center technology, with handset revenue down 20% but automotive and non-handset segments growing strongly. The company raised its non-handset revenue target to $40 billion by 2029, drive...
Inseego Corp. is participating in carrier evaluations of Licensed Band Radio (LBR) technology, building on its FastMile mmWave portfolio acquired from Nokia. LBR combines licensed mmWave spectrum with high-capacity wireless connectivity to offer fibe...
