Key Takeaways Qualcomm launched Snapdragon 8 Elite Gen 5 to power the Galaxy S26 Ultra globally.The chip adds Oryon CPU, Adreno GPU, and Hexagon NPU to enhance AI, graphics, and camera features.Qualcomm expands with new mid-range Snapdragon chips, targeting broader AI smartphone growth.Qualcomm Incorporated (QCOM) has launched its most advanced mobile chip, the Snapdragon 8 Elite Gen 5 for Galaxy, strengthening its long-running partnership with Samsung Electronics. The new processor, which is an updated ver ...

Core Insights - Anterix has expanded its collaboration with Qualcomm to enhance the adoption of next-generation connectivity for utilities and critical infrastructure operators across the nation [1][2] - The partnership aims to provide a comprehensive private wireless connectivity platform that supports safer operations, greater resilience, and long-term grid modernization for the utility sector [2][3] Collaboration Details - The collaboration focuses on developing new industrial-grade IoT chipsets specifically optimized for utility use cases, including Qualcomm's Snapdragon SDX35-3 and SDX32-3 IoT Modems, which will enable 4G and 5G connectivity on Anterix's 900 MHz broadband platform [3][4] - Eight utilities have already chosen Anterix-enabled private wireless as the foundation for their next-generation grid connectivity [3] Strategic Importance - The partnership provides utilities with a scalable roadmap to 5G, delivering immediate operational value while supporting long-term network evolution [4] - The collaboration is positioned to future-proof the adoption of private wireless networks, enhancing operational efficiency and resilience in the energy sector [4]

Core Insights - The year 2025 is recognized as the "standardization year for 6G," with a consensus in the industry that 6G will not only enhance communication capabilities but also serve as a collaborative technology innovation platform deeply integrated with AI [1][3] - The transition of communication networks from "data pipelines" to "intelligent foundations" is crucial for supporting personal intelligence, embodied intelligence, and the digital upgrade of various industries, making it an essential infrastructure in the AI era [1] Group 1: Technological Advancements - Qualcomm has initiated systematic investments and explorations in multiple cutting-edge technology areas, leading industry research and promoting standardization for 6G, aiming to create an end-to-end system that encompasses terminal devices, networks, and computing infrastructure [3][6] - In foundational technology, Qualcomm is testing ultra-large-scale MIMO to support new wide-area capacity, providing feasible paths for operators to reduce costs and accelerate commercialization [3] - Qualcomm has achieved interoperability verification of wireless AI with Nokia Bell Labs, enabling AI training and collaborative operation between terminals and the cloud based on shared data or models [3] Group 2: Industry Evolution - Qualcomm's continuous investment and technological accumulation across multiple generational nodes have positioned it as a key player in the evolution of 6G, building on its historical contributions from 2G to 5G [5] - The integration of AI, expansion of spectrum resources, and enhancement of performance and perception capabilities in 6G are seen as new missions for communication technology, connecting the physical world with digital intelligence [5] - The upcoming MWC 2026 will showcase Qualcomm's vision for 6G, emphasizing its engineering and systematic approach to make 6G an innovative platform that transcends mere connectivity [6][8] Group 3: Future Applications - Qualcomm plans to demonstrate the natural, rapid, and reliable cross-terminal experience brought by the integration of 6G and AI during the MWC, focusing on the new layered services that operators can provide [8] - The transition from concept to prototype for 6G systems will be highlighted, showcasing innovations in multi-vendor RF calibration and AI-enabled advancements, as well as the latest developments in millimeter-wave NTN and scalable, high-fidelity wireless digital twins [8] - The industry is expected to recognize that 6G is not just an isolated generational upgrade but a systematic reconstruction centered around an AI-native communication system [8]

[https://mma.prnewswire.com/media/2920437/Vusion_Qualcomm_Logo.jpg]SOURCE Vusion## 21%[more press release views with Request a Demo]## Also from this source### Vusion and Qualcomm Unveil their AI- Native Storeâ"¢ Vision[Vusion and Qualcomm Technologies, Inc. today announced the release of "The AI- Native Storeâ"¢: The New Operating System for Physical Commerce", a...]### Carrefour und Vusion bündeln ihre Kräfte, um den Smart Store in großem Maßstab zu realisieren[Carrefour, ein weltweit führendes Lebensmitt ...

QUALCOMM Incorporated (NASDAQ:QCOM) is included among the Goldman Sachs Dividend Stocks: Top 14 Stock Picks. Loop Capital Upgrades Qualcomm (QCOM) to Buy, Sees Stock Nearing Turning Point Photo by Vitaly Taranov on Unsplash A February 24 report by CNBC said Loop Capital sees QUALCOMM Incorporated (NASDAQ:QCOM) nearing a turning point. The firm believes some of the pressures that weighed on the stock are starting to ease, while new growth opportunities are beginning to take shape. Analyst Gary Mobley upg ...

Core Insights - Qualcomm Incorporated (NASDAQ:QCOM) is recognized as one of the 12 cheap technology stocks to invest in according to hedge funds [1] - The company has signed a deal with Tata Electronics to produce automotive modules in India, addressing the rising demand for automotive digital platforms [1] - Qualcomm plans to invest approximately $150 million in India to support its technology and AI startup ecosystem, focusing on sectors like automotive, IoT, robotics, and mobile [2] Group 1: Partnership and Production - Qualcomm has partnered with Tata Electronics to manufacture automotive modules at a new facility in Jagiroad, Assam, which will support the 'Make in India' initiative [1] - The collaboration aims to integrate Qualcomm's global module suppliers with Tata, focusing on technologies such as digital cockpits and infotainment systems [1] Group 2: Investment in AI and Technology - Qualcomm's investment of around $150 million will be channeled through Qualcomm Ventures, targeting startups that advance AI technologies [2] - The CEO of Qualcomm, Cristiano Amon, emphasized the importance of AI in enhancing everyday devices and systems, indicating a strategic focus on edge AI [2] Group 3: Company Overview - Qualcomm operates through three main segments: Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL), and Qualcomm Strategic Initiatives (QSI) [3]

Group 1: Overall Industry Outlook - The semiconductor industry is experiencing an upward trend in performance, driven by strong demand in storage, equipment, and foundry sectors [1] - The report maintains an overweight recommendation for the semiconductor sector due to the overall industry recovery and growth potential [1] Group 2: Performance of Overseas Listed Companies - North American cloud service providers, including Microsoft, Amazon, Google, and Meta, reported significant year-on-year growth in cloud revenues, driven by AI demand, with capital expenditures expected to increase substantially in 2026 [14][15][16][17] - TSMC, the global leader in foundry services, reported a 25.5% year-on-year increase in Q4 2025 revenue, reaching $33.73 billion, with net profit growing over 40% [21] - Micron Technology's Q1 FY26 revenue reached approximately $13.64 billion, benefiting from rising storage prices driven by AI demand [31] - Texas Instruments and Analog Devices showed signs of recovery in the analog chip sector, with Texas Instruments reporting a 10% year-on-year revenue increase in Q4 2025 [39][41] Group 3: Performance of Domestic Listed Companies - SMIC reported a Q4 2025 revenue of 17.81 billion yuan, a year-on-year increase of 11.9%, with net profit growing by 23.2% [57] - The semiconductor packaging and testing sector is recovering, with several companies reporting improved profitability and growth driven by AI demand [60] - The analog chip sector is also showing signs of recovery, with many companies reporting improved performance compared to 2024 [62] Group 4: Investment Recommendations - The report suggests focusing on high-growth segments driven by AI, such as computing chips, storage, advanced packaging, and semiconductor equipment [7]

1、行情催化 24日，Meta与AMD协议加强AI信心，海外科技股整体上涨，AMD+8.77%，Intel+5.71%，台积电+4.28%，AAOI +4.28%，高通+3.11%，苹果+2.24%。 开源电子|AI早餐会260225 1、行情催化 24日，Meta与AMD协议加强AI信心，海外科技股整体上涨，AMD+8.77%，Intel+5.71%，台积电+4.28%，AAOI +4.28%，高通+3.11%，苹果+2.24%。 2、行业速递 ①# 终端： 苹果将把部分 Mac Mini台式机的产从亚洲转移到美国休斯顿，Khan表示，Mac Mini的产将继 开源电子|AI早餐会260225 2、行业速递 ①# 终端： 苹果将把部分 Mac Mini台式机的产从亚洲转移到美国休斯顿，Khan表示，Mac Mini的产将继续在亚 洲进行，美国组装线将满本地需求。 ②# 算力： Meta与AMD签署多年期协议，预期将部署高达6GW的图形处理器（GPU），首批1GW的搭载MI450 GPU的AMDHelios机架级服务器将于2026年下半年出货。 ③# AI基座： 苹果公司表示，2026年将采购超1亿片台积电亚 ...

We recently published an article titled 13 Best Internet of Things (IoT) Stocks to Buy Now. On February 6, Baird lowered its price target on QUALCOMM Incorporated (NASDAQ:QCOM) to $177 from $200 while maintaining an Outperform rating, updating its model following recent results and signaling that fiscal 2026 is shaping up as a transitional year across certain end markets. QUALCOMM Incorporated (NASDAQ:QCOM) reported fiscal first-quarter revenue of $12.3 billion and non-GAAP EPS of $3.50, both company re ...

芯片股普涨，AMD狂飙超8%，此前Meta宣布与这家半导体公司达成一项多年协议。英特尔涨逾5%， 台积电涨超4%，ARM、高通涨逾3%。值得注意的是，因存储芯片打压业绩展望，惠普盘后大跌近 7%。 做空机构香橼资本周二发帖称，已经对存储牛股闪迪建立空头头寸。受此影响，闪迪股价盘中跳水一度 跌超8%，最终收跌4.2%。 0:00 周二（2月24日），美国三大股指全线收涨，道指、标普500指数涨超0.7%，纳指涨1%，全市场超3500 股上涨。 ...