Semiconductor News & Analysis Feed
20 articles
2026-09-04
2026-09-04
finance.yahoo.com
2026-09-04
Qualcomm's stock has dropped 32% over the past three months, primarily due to a contracting smartphone market and Apple's early exit from the company's supply chain. While management has a credible plan to replace this revenue, the profitability of the replacement is uncertain. Apple's chip share in
2026-09-04
www.trefis.com
2026-09-04
2026-08-26
www.barchart.com
2026-08-26
Qualcomm's stock has experienced a notable decline, dropping about 38% from its year-to-date high, primarily due to weakness in its CDMA Technologies (QCT) segment. QCT reported a 5% YoY revenue drop in Q3, with handset revenue falling 20%. The broader Android smartphone market remains challenging,
2026-08-20
finance.yahoo.com
2026-08-20
2026-08-20
www.trefis.com
2026-08-20
2026-08-19
www.trefis.com
2026-08-19
2026-08-19
www.trefis.com
2026-08-19
2026-08-02
2026-08-02
www.fool.com
2026-08-02
Qualcomm, as a leading global wireless communication technology supplier, faces significant challenges in the current smartphone industry downturn, resulting in declining revenue. This trend reflects the complex environment confronting the entire semiconductor industry, including market demand volat
2026-07-31
www.barchart.com
2026-07-31
2026-07-31
finance.yahoo.com
2026-07-31
2026-07-31
www.trefis.com
2026-07-31
Qualcomm's core risk lies in the temporal misalignment between pain and payoff during its business transformation. While the company is striving to replace traditional smartphone chip revenues with emerging sectors like AI and data centers, over half of its revenue still depends on a shrinking smart
2026-07-31
ca.finance.yahoo.com
2026-07-31
2026-07-31
finance.yahoo.com
2026-07-31
2026-07-30
www.barchart.com
2026-07-30
2026-07-30
www.investing.com
2026-07-30
2026-07-30
finance.yahoo.com
2026-07-30
Qualcomm reported strong third-quarter results, beating expectations with EPS of $2.21 and revenue of $9.9 billion, surpassing forecasts of $2.21 EPS and $9.6 billion in revenue. Despite this, the stock dropped nearly 6% as investors reacted to a slowing smartphone market. The company is diversifyin
2026-07-30
www.investing.com
2026-07-30
2026-07-30
ca.finance.yahoo.com
2026-07-30