Qualcomm CEO Cristiano Amon revealed the company is working on over 40 new AI device designs, including wearables like jewelry, earbuds with cameras, pins, and watches. He highlighted that AI agents, which can perform complex tasks across apps, will become the new way users interact with technology, potentially replacing traditional apps. This shift could change the role of smartphones, with smart glasses emerging as a major device category, possibly rivaling smartphones in scale within a few years. The rise of AI hardware also opens opportunities for new companies to enter the consumer market, driven by the need for data to train AI models and the demand for more powerful, energy-efficient chips.
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...
