Qualcomm is losing a significant revenue source as Apple replaces its modems with in-house chips, cutting Apple-related revenue by about 50% in the coming quarter. However, Qualcomm has partnered with Amazon to develop AI data center infrastructure, potentially worth up to $60 billion if milestones are met. This new venture focuses on inference silicon rather than training chips, competing in a crowded market with players like NVIDIA and AMD. Qualcomm aims to offset Apple losses with strong growth in data center and automotive segments, but initial margins will be lower and success depends on execution and milestone achievements.
Qualcomm executive Ann C. Chaplin sold 1,827 shares of the company's stock for $319,268.25 under a Rule 10b5-1 trading plan, reducing her holdings by 6.62%. Qualcomm's stock price recently traded below its 50-day and 200-day moving averages, signalin...
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...
