QCOM241220P180000
- 22.70
- +0.40+1.79%
Qualcomm Newsroom
Arm (ARM.US) and Qualcomm (QCOM.US) have escalated their $1.5 billion patent battle: the CEO is directly involved, and the landscape of the chip Industry may change!
This week, a critical legal dispute between two giants in the global chip manufacturing industry, Arm and Qualcomm, is unfolding fiercely in the federal court of Delaware.
U.S. stock market closing | The three major indexes had mixed results, with the Nasdaq increasing over 1% to reach a new high, while the Dow Jones fell for the eighth consecutive day; Broadcom surged over 11%, and Tesla rose over 6%, both reaching histori
The Dow Jones Industrial Average has recorded its longest losing streak since 2018; NVIDIA fell over 1%, marking its third consecutive decline; MicroStrategy, which was added to the Nasdaq 100 index, surged over 7% intraday before reversing to a loss, and Super Micro Computer, which was removed from the index, closed down over 8%. Chinese concept stocks fell over 2%.
Arm, Qualcomm Face Off In Court: What To Expect From Silicon Soap Opera
Qualcomm Insider Sold Shares Worth $409,056, According to a Recent SEC Filing
Market Chatter: Biden Preparing Trade Probe Into Legacy Chips Made in China
Nvidia and 2 Other Chip Stocks to Buy for 2025, Analyst Says -- Barrons.com
"Biden Prepares To Target Chinese Legacy Chips With Trade Investigation; The Investigation Could Result In Tariffs On Older Types Of Chips From China, Though The Decision Would Ultimately Fall To Trump" - NY Times
Qualcomm and Arm Head to Trial Today. How The Longtime Chip Partners Wound Up in Court. -- Barrons.com
Broadcom, Nvidia Are Bernstein's Top Chip Stocks for 2025; Firm Sticks With Qualcomm
Chip licensing disputes escalate as Qualcomm (QCOM.US) and Arm (ARM.US) go to court.
Qualcomm (QCOM.US) and Arm Holdings (ARM.US) will confront each other in court this week over a licensing agreement related to Arm's intellectual property.
Tesla's Optimus is driving a transformation in the Industry, leading humanoid robots into a new era of mass production.
From 0 to 1, humanoid robots are about to enter mass production, and the Industry Chain will embrace investment opportunities.
Arm, Qualcomm Head to Court Over Chip Design License Dispute
Is there another reason to be Bullish on ASIC? The second half of the computing power war has begun, and the era of AI reasoning may be approaching.
① Ilya Sutskever, co-founder of OpenAI, pointed out that data resources are running low, and the next generation of AI models will be true AI Agents with reasoning capabilities. ② The o1 model recently released by OpenAI has a standout performance characteristic of "capable of reasoning and thinking." ③ The demand for reasoning calculations can even reach 4.5 times that of training calculations, and customized ASIC chips are expected to rise.
What is Biden planning to do in the last few weeks of his term? The focus will be on AI, pardons, and climate goals...
① Biden plans to take action on AI, pardons, and other areas in the final weeks of his term; ② White House Communications Director Ben LaBolt revealed in a memo that Biden will focus on four major areas: AI, providing financial incentives, climate goals, and reducing sentences and pardons.
Institutions: A "new approach" to evaluating the valuation of the US stock market.
Source: CICC Insights Authors: Liu Gang, Wang Zilin Last week, the Nasdaq Index first broke through the 0.02 million point barrier. Although concerns about high valuations and potential economic stagnation following Trump's inauguration remain, the U.S. stock market has continued to rally after the Fed's interest rate cut in September and especially after the November elections, with the three major indices repeatedly reaching new highs. Despite these concerns not reversing the upward trend of U.S. stocks, they have indeed increased alongside the market reaching new heights. So, at the current position, how high is the valuation of U.S. stocks? How high of a valuation level can the current growth and liquidity environment support? How should the valuation issue of U.S. stocks be viewed? In this regard, we take a longitudinal perspective.
Qualcomm (QCOM) Names Dr. Baaziz Achour as New CTO: Leading the Charge Into 6G and Beyond
2nm, is the winner already determined?
Taiwan Semiconductor's dominant position has raised concerns about its pricing power for the 2nm process. In the absence of viable competition, Taiwan Semiconductor has transformed from an 'effective' frontier monopolist into a true monopolist. This allows them to increase prices at will.
Executive Reshuffles: JPM, QCOM, DVN and LTC
"Silicon Valley elites + billionaires" gather in Washington! How will they "influence" Trump 2.0?
The USA may be entering an era of comprehensive deregulation, spanning from Cryptos to AI, as well as Energy, the defense industry, and health technology. However, on issues like antitrust and immigration, Trump's own stance may prevail.
Apple's self-developed Wi-Fi and Bluetooth chips are also coming, codenamed Proxima.
Starting next year, Apple will use its self-developed Bluetooth and Wi-Fi Connection Chip, replacing some components currently supplied by Broadcom. This transformation is unrelated to Apple's highly anticipated Qualcomm cellular modem transition, but the two parts will ultimately work together.