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Qualcomm Newsroom
Express News | China Communications Enterprise Association: To ensure the security and stability of the information communication industry chain and supply chain, caution should be exercised in purchasing American chips.
Express News | The China Semiconductor Industry Association: USA chip products are no longer safe and reliable; relevant industries in China will have to be cautious in procuring American chips.
Breaking news! Four major industry associations collectively state: exercise caution when purchasing usa chips.
① The china semiconductors industry association, china automotive industry association, china internet plus-related association, and china communication enterprises association have all issued statements urging domestic companies to carefully select and procure usa chips. ② The new round of export restrictions from the usa involves over 140 chinese enterprises, affecting semiconductors manufacturing equipment, electronic design automation tools, etc., undermining the principles of fair competition in the global semiconductors industry.
Express News | The China Association of Automobile Manufacturers: To ensure the security and stability of the automotive industry chain and supply chain, it is recommended that Chinese auto companies be cautious in purchasing chips from the USA.
Express News | The china internet association calls on domestic enterprises to proactively take countermeasures and carefully choose to purchase usa semiconductors.
Intel (INTC.US) CEO steps down, restructuring and trade opportunities reopen.
The sudden departure of intel CEO Pat Gelsinger provides a new opportunity for the struggling company to consider potential trade options, including some proposals that Pat Gelsinger rejected during his tenure leading the chip manufacturer.
Express News | China Telecom's "Tianyi" AI phone was released: jointly developed by Qualcomm and ZTE.
Top economists: Next year, the "big hot" in the US stock market will change! Is the high-return gold period over?
Wharton School professors said, "Perhaps this time, we will see the hot stocks that have performed exceptionally well in the past two years relatively weak."
Express News | Shenzhen Sunlord Electronics: Small-sized hot-pressed integrated molded power inductors have entered the Qualcomm certification program.
Why QUALCOMM Incorporated (QCOM) Is One of the Best Affordable Tech Stocks to Invest in Now?
Amazon founder invests in Jim Keller, targeting nvidia.
Recently, Tenstorrent, led by industry renowned figure Jim Keller as CEO, announced the completion of a $0.693 billion Series D financing round led by Samsung Securities and AFW Partners. Following this round of financing, the valuation of this AI chip startup is approximately $2.6 billion.
Hong Kong stock market morning report on December 3: The NASDAQ and S&P in the US set new highs again. China Resources consortium acquired a land plot for 18.5 billion yuan.
① The manufacturing index from the usa Supply Management Association rose by 1.9 points, with most categories in the index showing improvement. ② The French Prime Minister announced a bypass of parliament to forcibly pass the budget bill. ③ Federal Reserve Governor Waller expressed a tendency to lower interest rates again in December. ④ The usa Department of Commerce released new export control measures on semiconductors to China, and the Department responded. ⑤ The usa stock market's Nasdaq and s&p 500 index both reached new historical highs.
Express News | U.S. stocks closed mixed, with the Dow down 0.29%, the Nasdaq up 0.97%, and the s&p 500 index up 0.24%. Both the Nasdaq and s&p 500 index reached new historical highs again. Chip stocks strengthened, with taiwan semiconductor rising over 5%, Arm Holdings
Smart Money Is Betting Big In QCOM Options
"Qualcomm's Next Flagship SoC Could See A 'Significant' Price Hike" - Android Central
QUALCOMM Incorporated (QCOM): Snapdragon 8 Elite Chipset to Power Samsung Galaxy S25 Series
QUALCOMM Incorporated (QCOM) CEO Cristiano Amon Highlights Company's Shift Toward AI, Automotive, and IoT Markets
QCOM Completes SMS Over GEO Satellite Trial: Will the Stock Benefit?
Weihai De (301318.SZ): Currently, the chips used by the company mainly come from brands like rockchip electronics, Horizon, qualcomm, and ambarella.
Gelonghui December 2nd | Weihai De (301318.SZ) stated in recent investor relations activities that the main chips currently used by the company are from Rockchip Electronics, Horizon, Qualcomm, Ambarella and other brands; the main lens suppliers are Sunny Optical, Zhongrun Optical, etc.
Exposure of the total number of GPUs from the top five global giants! By 2025, the equivalent of H100 or more than 12.4 million pieces.
As of now, the total computing power of the world's five major technology companies, microsoft, Meta, Google, amazon, and xAI, is approximately 3.55 million equivalent H100 units. nvidia may sell 7 million GPUs by 2025, almost all of which are from the latest Hopper and Blackwell series.