Qualcomm announced its new Dragonfly C1000 CPU designed for data centers, optimized for agentic AI with high performance and low power use. Meta plans to use this chip when it begins production in 2028. Qualcomm aims to expand aggressively into the growing data center market, leveraging its expertise from smartphone chips to offer energy-efficient solutions for hyperscalers. The company also acquired AI software startup Modular and outlined a roadmap including AI chips and multi-chip products, signaling a strategic shift beyond smartphones into faster-growing sectors like data centers and robotics.
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...
