Semiconductor News & Analysis Feed
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2026-07-04
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2026-07-04
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2026-07-03
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2026-07-03
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2026-07-03
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2026-07-03
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2026-07-03
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2026-07-03
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2026-07-03
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2026-07-02
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2026-07-02
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2026-07-02
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2026-07-02
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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.
2026-07-02
simplywall.st
2026-07-02
simplywall.st
2026-07-02
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2026-07-02
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2026-07-02
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2026-07-02
TechRadar
2026-07-01
seekingalpha.com
2026-07-01
Seeking Alpha
2026-07-01
diginomica.com
2026-07-01
Diginomica
Tokenomics - the Qualcomm worldview as a $3.9 billion data center gambit starts to add up
Read later
By Stuart Lauchlan
July 1, 2026
Dyslexia mode
SUMMARY:
Qualcomm's takeover of Modular is a key part of a wider transformational shift.
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Bluesky
Everybody wants tokens, but they also want amazing economics.
So says Chris Lattner, co-Founder & CEO of Modul
2026-07-01
asia.nikkei.com
2026-07-01
Nikkei Asia
TSMC, SK Hynix and Samsung stand to gain from US company's data center play
Qualcomm's Dragonfly line of AI data center products is up against chip giant Nvidia's offerings. (Source photos by Ken Kobayashi)
NEW YORK -- On a table in a midtown Manhattan conference room last Thursday, Durga Malladi, Qualcomm's vice president of data center, stacked his phones to illustrate what appeared to be a s
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Qualcomm (QCOM) Stock Sinks As Market Gains: Here's Why
Qualcomm (QCOM) Stock Sinks As Market Gains: Here's Why · Zacks
Zacks Equity Research
June 30, 2026 3 min read
QCOM
-1.88%
^GSPC
-0.45%
^DJI
-0.25%
^IXIC
-1.16%
Trade QCOM on Coinbase
Trading disclosure
Qualcomm (QCOM) closed the most recent trading day at $184.79, moving -2.08% from the previous trading session. This move lagged the S&P 500