Qualcomm Jumps 7% as AI Interconnect Demo Points Past Handsets; Skyworks and Qorvo Sit Out the Rally - Yahoo Finance

finance.yahoo.com 2026-09-22 Yahoo Finance

Entities

Companies:Qualcomm Lumentum Corning Skyworks Qorvo iShares Invesco

Technologies:die-to-die optical interconnect multimode fiber laser-based optical interconnect AI scale-up architecture direct-drive optical connectivity chip-to-chip interface

Tags

Qualcomm AI Interconnect Optical Interconnect Die-to-Die Semiconductor AI Infrastructure Optical Communications Multimode Fiber Laser Data Center RF Front-End Stock Market Proof of Concept Lumentum Corning

News Summary

Qualcomm's 7% surge to $191 on Monday represents a meaningful narrative shift rather than a routine earnings reaction. The catalyst—a joint die-to-die optical interconnect demonstration with Lumentum ... Read original →

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