Apple's modem worries weigh on Qualcomm, but AI and cheap valuation suggest the market may be missing the bigger 2026 picture ...
Even as TSMC retains a clear technological lead in advanced process nodes, Apple and Qualcomm are reassessing how heavily ...
Apple (AAPL) and Qualcomm (QCOM) are concerned about the strained supplies of Japan's high-end glass cloth fiber, Nikkei Asia ...
Qualcomm Incorporated is a cheap AI play at 14x earnings with a 2% yield. Click here to read my latest analysis of QCOM stock.
(Reuters) -Qualcomm's reliance on high-end smartphone chip sales and the looming loss of Apple as a modem customer overshadowed the company's optimistic quarterly forecast on Wednesday, driving shares ...
While MediaTek continues to dominate the global smartphone chipset market, according to Counterpoint Research, the company’s ...
(Reuters) -Qualcomm shares fell nearly 5% in early trading on Thursday as the looming loss of Apple as its biggest modem customer and higher dependency on premium smartphone chips outweighed its ...
Qualcomm and MediaTek are reportedly leaning towards TSMC’s 2nm N2P process for their next-gen flagship chips. This should offer the tech giants an advantage over Apple, which will reportedly leverage ...
For Qualcomm, Mizuho flagged rising competition from MediaTek in high-end chips and content cuts by Apple and Huawei, ...