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The Latest Breaking News from Qualcomm

Qualcomm’s $4B AI Deal Takes Aim at NVIDIA’s Software Moat

Qualcomm is aggressively expanding its enterprise artificial intelligence footprint by acquiring Modular and securing major cloud infrastructure partnerships.

Qualcomm plans China-specific data center chips — new Dragonfly lineup will include nerfed AI accelerators that comply with export thresholds

Qualcomm plans China-specific data center chips — new Dragonfly lineup will include nerfed AI accelerators that comply with export thresholds

Qualcomm has announced that it will bring all four of its Dragonfly data center product lines to China.

Tom’s Hardware

US Stocks | Nasdaq futures surge 2% as chip outlook calms AI jitters; inflation data awaited

US Stocks | Nasdaq futures surge 2% as chip outlook calms AI jitters; inflation data awaited

Indian markets are set for a positive opening as US futures surged, led by a 2.24% jump in the Nasdaq. Memory chip giants Micron and Qualcomm's strong forecasts for AI demand have reignited optimism, with both stocks soaring in pre-market trading. Investors are keenly awaiting US inflation data later today,…

The Economic Times

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Stocks Rally Before the Open on Upbeat Micron Earnings, U.S. PCE Inflation Data in Focus

September S&P 500 E-Mini futures (ESU26) are up +0.78%, and September Nasdaq 100 E-Mini futures (NQU26) are up +2.15% this morning as upbeat quarterly results and guidance from memory chipmaker Micron Technology boosted sentiment.

Qualcomm reveals HBC near-memory AI architecture, AI250 and AI350 accelerators — touts 6x higher bandwidth-per-watt compared to HBM, 200x capacity compared to on-chip SRAM

Qualcomm unveils HBC near-memory AI architecture, claims it has broken the memory wall.

Tom’s Hardware

Rebound in tech shares pushes Asian shares higher, while oil prices fall

Shares are mostly higher in Asia, led by tech-driven gains in Japan and South Korea

The Independent UK

US Stock Market: AI chip rally reignites as Micron, Qualcomm forecasts add over $400 billion in market value

Chip stocks surged on Wednesday, adding over $400 billion in market value, fueled by optimistic forecasts from Micron Technology and Qualcomm. Micron's strong outlook for memory chips and Qualcomm's ambitious data center growth targets reignited investor confidence in the AI trade. This positive sentiment boosted rivals and equipment suppliers, signaling…

The Economic Times

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Qualcomm forecasts $15 billion data center chip sales by 2029, shares soar

Qualcomm forecasts $15 billion data center chip sales by 2029, shares soar

Qualcomm also said it expects $40 billion in revenue from chips outside its smartphone stronghold by 2029, up from ‌previous estimates of $22 billion, ⁠and ⁠with handsets only making up a third of its chip revenue by then.

The Economic Times

How a $4 Billion Acquisition Could Be Just What Qualcomm Stock Needs to Challenge Nvidia

How a $4 Billion Acquisition Could Be Just What Qualcomm Stock Needs to Challenge Nvidia

Qualcomm confirmed its nearly $4 billion acquisition of Modular on Wednesday. Here’s why this transaction is largely positive for QCOM shares.

Qualcomm’s Acquisition of Modular Will Support Growth Acceleration. What That Means for QCOM Stock.

Qualcomm’s Acquisition of Modular Will Support Growth Acceleration. What That Means for QCOM Stock.

In AI software push, Qualcomm acquires AI startup Modular for $4 billion.

TSMC is reportedly hiking prices for 'all advanced nodes,' accounting for 74% of the company’s wafer business — Nvidia, AMD, Apple, Qualcomm, and others will face higher wafer costs

TSMC is reportedly hiking prices for 'all advanced nodes,' accounting for 74% of the company’s wafer business — Nvidia, AMD, Apple, Qualcomm, and others will face higher wafer costs

TSMC has reportedly told customers to prepare for 5% to 10% price hikes across advanced chip nodes, extending beyond 3nm to include 7nm and some legacy processes.

Tom’s Hardware

Qualcomm to buy AI startup Modular for $4 billion in AI software push

Qualcomm to buy AI startup Modular for $4 billion in AI software push

Qualcomm is acquiring AI startup Modular for nearly $4 billion in an all-stock deal. This move aims to enhance Qualcomm's software capabilities for running AI models across various chips without custom coding, directly challenging Nvidia's dominant CUDA platform. The acquisition is part of Qualcomm's strategy to expand its presence in…

The Economic Times

Qualcomm in talks to provide custom chip-design services to ByteDance

Qualcomm in talks to provide custom chip-design services to ByteDance

US chip giant Qualcomm is reportedly in talks with Chinese tech behemoth ByteDance, parent of TikTok, to design custom chips. This move signals Qualcomm's bid to diversify beyond its core smartphone market and highlights continued US-China tech business engagement despite geopolitical tensions. The potential deal could involve video processing units,…

The Economic Times

Tata Electronics confirm data breach, with hackers claiming 200,000 Apple, Tesla files stolen

Tata Electronics confirm data breach, with hackers claiming 200,000 Apple, Tesla files stolen

World Leaks shared a large database allegedly stolen from Tata Electronics, containing sensitive Apple and Tesla files.

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Windows Central

Microsoft knows its new Surface PCs are too expensive: Combats skyrocketing prices with new 8GB RAM models that start at $849

Surface Pro 12-inch and Surface Laptop 13-inch have been updated with new 8GB RAM configurations that bring prices back down to earth.

The Economic Times

Qualcomm nearing deal for AI chip startup Modular: report

A global supplier of smartphone chips, Qualcomm has been working to reduce its reliance on the ⁠volatile handset ‌market by branching out into fast-growing areas like data center processors ⁠and autonomous vehicle chips.

As Qualcomm Diversifies, Growth Acceleration Will Support Stock Upside

Qualcomm is in discussions to acquire AI chip startup Tenstorrent

Android Central

RedMagic has another beast gaming tablet on the way, and it's launching soon

RedMagic officially shows off the Gaming Tablet 5 Pro in teaser images, stating it's launching soon with upgraded cooling.

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Android Central

In honor of our heroes, Meta says it's donating Ray-Ban glasses to legally blind veterans

Meta announced partnerships and preparations to begin donating Ray-Ban AI smart glasses to legally blind veterans.

Best of AWE 2026: 7 top gadgets that show us the future of XR

AWE 2026 gave us the clearest look at the future of smart glasses. Here are our picks for best of show — including Snap Specs, Snapdragon Reality Elite, and more.

Snap won't confirm the chip but Qualcomm claims its new Specs are in the 'AR family' — will that be enough?

Snap Specs were announced but not much else was revealed in terms of technical details, including what chips power these new AR glasses.

Qualcomm Goes All-In: The $10B Bet to Crush NVIDIA

Qualcomm is rapidly acquiring proprietary silicon architecture to bypass traditional licensing rules and establish dominance in the data center ecosystem.

Snapdragon Reality Elite chip aims for 'up to 60% higher GPU performance, up to 30% increase in CPU performance' in VR gaming

A stronger case for smartglasses.

Ayaneo is teasing a sequel to its lavish retro handheld, and it feels like a belated GBA 25th anniversary gift

Ayaneo has announced a sequel to its Pocket Micro 2 that's "52% larger" than the previous retro handheld and boasts a more powerful Qualcomm Snapdragon chip.

Windows Central

The best Snapdragon X2 Elite laptop yet: HP OmniBook Ultra 14 is the prettiest Windows laptop we've tested this year

HP's best looking laptop yet features the latest silicon from Qualcomm, paired with a best-in-class OLED display, phenomenal keyboard and trackpad, and all day battery life.

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