Semiconductor News & Analysis Feed
20 articles
2026-08-01
www.tradingview.com
2026-08-01
2026-07-30
2026-07-29
stocktwits.com
2026-07-29
2026-07-29
www.qualcomm.com
2026-07-29
2026-07-29
finance.yahoo.com
2026-07-29
2026-07-29
www.prnewswire.com
2026-07-29
On July 29, 2026, Qualcomm completed its acquisition of Modular, marking a strategic move to strengthen its position in the artificial intelligence (AI) sector. Modular, a leader in AI-native software infrastructure, offers developers a unified platform for optimizing and deploying generative and ag
2026-07-13
news.google.com
2026-07-13
2026-07-05
news.google.com
2026-07-05
2026-07-01
www.barchart.com
2026-07-01
Qualcomm is aggressively expanding into the data center sector to offset the ongoing decline in its smartphone market. At its Investor Day on June 24, the company unveiled an ambitious AI infrastructure strategy, aiming for up to $15 billion in annual data-center revenue by 2029. This push is suppor
2026-06-30
news.crunchbase.com
2026-06-30
This article analyzes Qualcomm's strategic transformation within the semiconductor industry, particularly focusing on their modular procurement approach. The piece highlights how Qualcomm's flexible purchasing strategy enables better adaptation to rapidly evolving market demands and technological de
2026-06-30
www.sandiegouniontribune.com
2026-06-30
Qualcomm announced the acquisition of AI software startup Modular for $3.92 billion in an all-stock deal during its Investor Day in New York, signaling a strategic push beyond smartphone chips into data center and AI markets. Modular specializes in AI software that streamlines integration across dif
2026-06-27
simplywall.st
2026-06-27
Qualcomm's stock dropped 16.2% following a series of strategic moves in the AI space. The company announced an expanded collaboration with Hugging Face, launched its Dragonfly C1000 data center CPU and High Bandwidth Compute architecture, and acquired AI software firm Modular for $3.9 billion in sto
2026-06-25
www.electronicsweekly.com
2026-06-25
2026-06-25
siliconangle.com
2026-06-25
Qualcomm's stock surged 14% after announcing the acquisition of AI inference software startup Modular Inc. and upgrading its 2029 revenue guidance. The acquisition, financed with 19.2 million shares valued at $3.92 billion, significantly exceeds Modular’s previous funding valuation. Modular’s platfo
2026-06-25
wccftech.com
2026-06-25
Qualcomm is expanding its chip design services by reportedly entering early talks with ByteDance, a leading Chinese tech firm, to provide custom chip design services. This move marks a strategic shift for Qualcomm from a smartphone-focused chipmaker to a diversified service provider in the semicondu
2026-06-24
wtvbam.com
2026-06-24
Qualcomm announced a $4 billion acquisition of AI startup Modular, aiming to strengthen its position in AI software. The all-stock deal involves up to 19.2 million shares of Qualcomm common stock. This move reflects Qualcomm's strategic push into the data center market amid surging demand for genera
2026-06-24
www.constellationr.com
2026-06-24
Qualcomm's acquisition of Modular marks a strategic shift toward software and infrastructure, aiming to enhance its AI capabilities and integrate Modular's AI-native platform with its chip and data center initiatives. The move strengthens Qualcomm's position in delivering high-performance, low-power
2026-06-24
www.moomoo.com
2026-06-24
2026-06-24
www.cnbc.com
2026-06-24
Qualcomm announced the acquisition of AI infrastructure startup Modular to enhance its artificial intelligence software capabilities and support data center expansion. This move positions Qualcomm to capitalize on the growing demand for AI inference and addresses rising compute needs amid escalating
2026-06-24
qz.com
2026-06-24
Qualcomm's $3.9 billion acquisition of AI software startup Modular represents a significant strategic move in the semiconductor industry's AI expansion. This acquisition demonstrates Qualcomm's commitment to strengthening its AI processing capabilities and positioning itself at the forefront of the