Semiconductor News & Analysis Feed
17 articles
2026-09-30
futurumgroup.com
2026-09-30
2026-09-22
finance.yahoo.com
2026-09-22
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 and Corning, slated for an optical communications conference in Málaga—signals Qualcomm's strategic
2026-09-22
news.google.com
2026-09-22
2026-09-02
www.phonearena.com
2026-09-02
2026-08-20
finance.yahoo.com
2026-08-20
2026-08-19
2026-08-16
simplywall.st
2026-08-16
This article examines Qualcomm's recent leadership changes in its Europe, Middle East, and Africa (EMEA) region, analyzing whether this signals a deeper strategic shift away from its handset-centric business model. The appointment of longtime executive Wassim Chourbaji as senior vice president and p
2026-08-04
2026-08-03
futurumgroup.com
2026-08-03
2026-08-01
finance.yahoo.com
2026-08-01
2026-07-28
news.google.com
2026-07-28
2026-07-27
news.google.com
2026-07-27
2026-06-22
finance.yahoo.com
2026-06-22
Qualcomm's QCT segment reported $9.08 billion in revenue for Q2 2026, down 4% year-over-year, primarily due to weakness in the smartphone market. Memory supply constraints and rising prices led manufacturers to scale back smartphone production and reduce inventory, resulting in lower shipments in Ch
2026-06-15
seekingalpha.com
2026-06-15
Qualcomm (QCOM), a leading global wireless communication technology company, demonstrates strong growth potential amid current market conditions. While smartphone markets face a slow recovery, Qualcomm's strategic positioning in AI infrastructure has emerged as a key growth driver. The company is we
2026-06-02
finance.yahoo.com
2026-06-02
2026-05-30
www.foreignpolicyjournal.com
2026-05-30
Following its second-quarter fiscal 2026 earnings report, Qualcomm's stock surged over 35% in the month, outperforming the S&P 500. While non-GAAP earnings of $2.65 per share declined 7% year-over-year, they beat the consensus estimate of $2.57. Revenues of $10.6 billion fell 2% year-over-year, slig
2026-05-09
sg.finance.yahoo.com
2026-05-09
Argus has raised Qualcomm's (QCOM) price target from $180 to $220, maintaining a 'Buy' rating, citing strong performance beyond its handset business. During Q2 2026 earnings, Qualcomm reported $10.6 billion in revenue and non-GAAP EPS of $2.65, exceeding guidance. CEO Cristiano Amon highlighted that