An investment analysis of Qualcomm’s positioning in the mobile and edge-AI chip market.
Tag: Qualcomm
Qualcomm in Early Talks to Acquire AI Chip Startup Tenstorrent for $8-10 Billion
Deal would position Qualcomm as a third-force competitor to Nvidia and AMD in the AI hardware market using RISC-V architecture.
Qualcomm in Early Talks to Acquire AI Chip Designer Tenstorrent for $8-10 Billion
Deal would give Qualcomm a competitive AI hardware position against Nvidia and AMD using RISC-V open standard chips.
Qualcomm Acquires Modular AI to Establish Foothold in Generative AI Data Centre Market
The deal positions Qualcomm to offer a developer-friendly silicon-agnostic computing ecosystem from edge devices to cloud and is expected to close in H2 2026.
Qualcomm Acquires Modular AI to Expand Footprint in Generative AI Data Centre Market
The deal establishes Qualcomm firmly in the rapidly growing generative AI data centre sector and is expected to close in the second half of 2026.
Micron Technology and Qualcomm Shares Rise 5 and 3 Percent in Tech Rally
Shares of Micron Technology rose 5 percent and Qualcomm gained 3 percent on May 29 adding to their recent gains as technology stocks led a broader market rally to record highs.
Qualcomm Stock Pops as Investors Wake Up to AI Device Boom
Qualcomm shares rallied sharply as investor enthusiasm for the AI device cycle prompted analysts to upgrade their outlook for the chipmaker’s mobile AI chip business.