Semiconductor News & Analysis Feed

15 articles
2026-07-14
news.google.com 2026-07-14 StorageNewsletter
2026-07-02
digitimes.com 2026-07-02
Qualcomm recently launched its Dragonfly platform, signaling a deeper push into cloud artificial intelligence and intensifying competition with MediaTek. For global readers, the move highlights how chip suppliers are jockeying to win long-term contracts from major cloud providers, where design wins can shape revenue, supply chains, and future AI infrastructure.
2026-06-27
pulse2.com 2026-06-27 Pulse 2.0
Qualcomm Technologies announced a new data center roadmap and product portfolio designed for the agentic AI era. The company introduced new data center solutions, including the Qualcomm Dragonfly C1000 CPU, Qualcomm High Bandwidth Compute technology, the Qualcomm Dragonfly AI300 inference accelerator, connectivity products, and custom silicon solutions. Qualcomm said the new platforms are enginee
2026-06-26
www.pcmag.com 2026-06-26 PCMag
The company behind the processors in many of the smallest computers people use is making a bid to enter some of the largest computers in operation today. Qualcomm used its investor day event in New York this week to unwrap a new family of components for data centers. “We have a comprehensive portfolio to enter the next phase of the data center market," CEO Cristiano Amon said near the start of th
2026-06-26
digitimes.com 2026-06-26
Qualcomm used its Investor Day to formally launch Dragonfly, a new data center product line aimed at cloud AI, and set out an ambitious revenue path that would shrink its dependence on handset sales. The company said the plan could reshape its business mix by 2029, but it still faces questions over timing, product performance, and execution.
2026-06-26
www.forbes.com 2026-06-26 Forbes
INNOVATION CLOUD Qualcomm’s AI Data Center Bet: Inside The Dragonfly Strategy BySteve McDowell, Contributor. Chief Analyst & CEO, NAND Research. Follow Author Jun 25, 2026, 12:38pm EDTJun 25, 2026, 02:30pm EDT Summary Agentic AI is dramatically shifting data center economics, making inference the dominant workload and straining infrastructure with increased memory and data movement demands. Q
2026-06-25
tomshardware.com 2026-06-25 Luke James
Qualcomm has announced that it will bring all four of its Dragonfly data center product lines to China.
2026-06-25
digitimes.com 2026-06-25
Qualcomm used its June 24 investor day to unveil a data center chip portfolio and a multi-generation CPU agreement with Meta, a strategic bid to diversify beyond a shrinking smartphone business and challenge Nvidia's dominance — while courting Chinese demand and leaning on manufacturing partner TSMC.
2026-06-25
digitimes.com 2026-06-25
Qualcomm Technologies is expanding its partnership with Hugging Face to bring open AI tools from devices to cloud infrastructure, a move that could affect developers and enterprises worldwide. The collaboration aims to simplify AI deployment across the compute continuum while enabling faster, more flexible, and more scalable hybrid AI applications.
2026-06-25
www.qualcomm.com 2026-06-25 Qualcomm
Qualcomm Technologies, Inc. (NASDAQ: QCOM) today announced at its Investor Day, new data center solutions, including the Qualcomm Dragonfly™ C1000 CPU, Qualcomm® High Bandwidth Compute (HBC), Qualcomm Dragonfly™ AI300 inference accelerator, and connectivity products, together with custom silicon solutions, all engineered to maximize performance per watt and token throughput at lower total cost of
2026-06-25
news.google.com 2026-06-25 Business Wire
2026-06-25
www.qualcomm.com 2026-06-25 Qualcomm
Beginning of dialog window. Escape will cancel and close the window. This is a modal window. This modal can be closed by pressing the Escape key or activating the close button. This is a modal window. This modal can be closed by pressing the Escape key or activating the close button. Agentic AI is here. Systems can plan, act and adapt autonomously. Transforming our experiences with always-on in
2026-06-01
finance.yahoo.com 2026-06-01 Yahoo Finance
__fail__
2026-06-01
www.tradingview.com 2026-06-01 TradingView
__fail__
2026-05-15
www.theglobeandmail.com 2026-05-15 The Globe and Mail
__fail__