Qualcomm launched its first Arm-based PC CPUs last year, and although they haven't exactly been a smash hit, partly because of compatibility problems, Arm-based PC are likely to be here to stay. Qualcomm is now seemingly looking to re-enter the server CPU market with new chips.

The semiconductor industry has received a major shot in the arm from the rapid advancement of artificial intelligence (AI) technology: The size of the semiconductor market jumped by an estimated 19% last year to $630 billion,

Advanced Micro Devices may be losing its competitive edge, Wolfe Research analyst Chris Caso argued as he downgraded shares of the chip maker from Buy to Peer Perform. While shares of semiconductor manufacturers—including Lam Research Marvell Technology and Applied Materials —got a lift when Taiwan Semiconductor Manufacturing reported earnings on Thursday,

But as of yet, Qualcomm hasn’t made a major dent in the market share of PC chip incumbents Intel Corp. and Advanced Micro Devices Inc. In addition to new laptops, Qualcomm’s customers will ...

Taiwan's science ministry warns spending cuts could hit chips, AI funding Technologycategory· December 27, 2024 Qualcomm's ... round led by chipmaker Advanced Micro Devices , which is also ...

In a report released today, Thomas O’Malley from Barclays maintained a Buy rating on Qualcomm (QCOM – Research Report), with a price target of

Arm Holdings, a technology supplier to chip firms, is developing a long-term strategy to hike prices by as much as 300% and has discussed designing its own chips in a move to compete with its biggest customers.

Qualcomm says that “the smart home is evolving to include advanced capabilities ... dawn of a new era in smart home evolution where devices will run on high-powered processors capable ...

But as of yet, Qualcomm hasn’t made a major dent in the market share of PC chip incumbents Intel Corp. and Advanced Micro Devices Inc. In addition to new laptops, Qualcomm’s customers will also offer new small desktop machines based on Snapdragon X.

The firm expects shipments to pick up as enterprises refresh their tech stacks — which, at least for many, in the short term isn’t likely to be with AI PCs.