Qualcomm, Inc. is a leading technology company that specializes in designing and manufacturing semiconductors and telecommunications equipment. Known for its innovations in mobile broadband technology, Qualcomm develops advancements in wireless communication, particularly in the realms of 5G connectivity and mobile processors. The company plays a crucial role in enabling smartphones, tablets, and various connected devices with its chipsets and software solutions. Additionally, Qualcomm is involved in research and development to expand the capabilities of the Internet of Things (IoT) and automotive technology, driving the future of connectivity across different industries. Read More
The tariff game of U.S. President Donald Trump has resulted in a tailspin in the stock market globally. The S&P 500 Index closed below 5,000 points for the first time in almost a year and shed $5.83 trillion in market value.
The best-performing stocks typically have robust sales growth, increasing margins, and rising returns on capital,
and those that can maintain this trifecta year in and year out often become the legends of the investing world.
As the Q4 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the processors and graphics chips industry, including Nvidia (NASDAQ:NVDA) and its peers.
Analysts at Wedbush said that for Nvidia and other chipmakers with exposure to China and Taiwan supply chains, the worry will be around pricing and margin impacts amid the high tariffs.
British chip designer Arm Holdings explored acquiring semiconductor IP supplier Alphawave, but backed out due to discussions with SoftBank and Qualcomm. Arm expects 50% data center CPU market share by 2025 and has been accused of antitrust violations. Its stock is down 0.50% at $106.45 premarket.
Dr. Hung Bui, VinAI’s founder and CEO, will join Qualcomm as part of this acquisition. He previously worked with Google’s DeepMind division, and he expects his team to contribute to Qualcomm’s product families across its software and chip segments.
