Halvledarbolaget Qualcomm drar ned på personalstyrkan genom uppsägningar av 1.258 personer i Kalifornien.
Halvledarbolaget Qualcomm drar ned på personalstyrkan genom uppsägningar av 1.258 personer i Kalifornien.
USA har dragit tillbaka halvledartillverkarna Qualcomms och Intels licenser att sälja komponenter till kinesiska Huawai, enligt uppgifter till nyhetsbyrån Bloomberg. Båda aktierna faller under onsdagens börshandel.
Den amerikanska chiptillverkaren Qualcomm redovisar ett justerat resultat per aktie på 2:02 dollar för det fjärde kvartalet 2023 i det brutna räkenskapsåret.
Samsungs nya serie med flaggskeppstelefoner – Galaxy S24 – kan komma att visas upp tidigare än vanligt, närmare bestämt redan den 18 januari. Det hävdar åtminstone techläckaren Ice Universe, som hävdar att Samsung har planerat in ett så kallat Unpacked-event till just det datumet. Samsung har under de senaste åren presenterat sina nya Galaxy S-telefoner i februari eller mars. Senast en presentation skedde redan i januari var när Galaxy S21-telefonerna visades upp 2021. Anledningen till den tidiga presentationen tros vara att en ny generation systemkretsar från både Samsung och Qualcomm kommer att vara färdiga tidigare än vanligt och att Samsung vill vara snabbt framme med en produkt som har dem.
Chipjätten Qualcomm skär ned med hundratals arbetstillfällen i Kina och Taiwan. Det rapporterar Nikkei Asia som skriver att åtgärden är ett tecken på en nedgång och svag återhämtning på smartphoneområdet.
Apple har lagt flera miljarder och flera år på att försöka ta fram ett eget modemchip som ska kunna ersätta de modem från Qualcomm som används i dagens Iphone-modeller. Men satsningen har inte burit frukt ännu, och nu menar ingenjörer som jobbat med projektet att det så här långt är att betrakta som en flopp. Det uppger Wall Street Journal. Enligt WSJ:s uppgifter så ska projektet hittills ha kommit så långt att en prototyp togs fram 2022, men den ska ha haft stora problem med överhettning, och dessutom varit långsam. Prototypens kretskort ska dessutom ha varit så stort att det skulle ha tagit upp en halv Iphone. Ett av problemen uppges ha varit att ledningen underskattat hur svårt uppdraget är. Personer med insyn i arbetet uppger att Apple idag ligger tre år efter Qualcomm på området, skriver sajten Apple Insider.
New York-börsen inleder den makrotunga veckan med gröna siffror. Bland vinnarna finns chipjätten Qualcomm och elbilstillverkaren Tesla.
Elektronikjätten Apple har förlängt kontraktet om leveranser av halvledarutrustning till modem från amerikanska Qualcomm i tre år till.
Qualcomm-aktien handlades upp drygt 8 procent i måndagens amerikanska förhandel efter beskedet att Apple förlängt sitt avtal med chipleverantören.
Bland de mest omsatta aktierna i OMXS30-index lyfter gruvkoncernen Boliden och vitvarutillverkaren Electrolux med 3,2 procent vardera. Verkstadskoncernen Alfa Laval pressas av ett sänkt riktpris från analytiker på den amerikanska storbanken Citi. Aktien faller 2 procent. Läkemedelskoncernen Astra Zeneca tappar samtidigt 3,8 procent. Uppgången får bland annat draghjälp av tydliga kurslyft på Wall Street, där S&P500-index inleder med en uppgång på 0,7 procent och tekniktung Nasdaqbörsen stiger 0,9 procent. Bland vinnarna finns telekomtillverkaren Qualcomm, vars aktie lyfter över 5 procent på ett förlängt Apple-kontrakt. Även elbilstillverkaren Tesla går starkt efter ett kraftigt höjt riktpris från analytiker på Morgan Stanley. Naturgaspriset lyfter för tredje dagen i rad, till följd av en australisk strejk. Ett terminskontrakt för leverans av naturgas nästa månad stiger 6,6 procent till cirka 36:80 euro per megawattimme på råvarubörsen i Amsterdam. På valutamarknaden stiger nedtryckta asiatiska valutor – som den japanska yenen och Kinas yuan – bland annat sedan Japans centralbankschef kommit med hökaktiga uttalanden och kollegorna i Peking varnat för spekulation mot yuanen. Kronan hänger med de asiatiska valutorna uppåt och stiger några ören mot dollarn och euron. En dollar kostar 11:06 kronor, medan en euro ligger på 11:88 kronor. Det kan jämföras med förra veckans bottennapp kring 11:16 kronor för en dollar och 11:94 kronor för en euro. Stockholmsbörsen backade 0,4 procent i fredags. Med måndagens återhämtning är uppgången för OMXS-index sedan årsskiftet upp 3,5 procent.
Each is an excellent business but only one can be the better investment in this comparison. Membership: Join my YouTube ...
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Qualcomm, or “Quality Communications” — despite being one of the largest technology companies in the world, few people know the absolutely amazing technological and business history behind it. Seriously, this story is on par with Nvidia, TSMC and all the great semiconductor giants. Without this single fabless company based in San Diego, there’s almost no chance you’d be consuming this episode on whatever device you’re currently listening on — a fact that enables them to earn an incredible estimated $20 for every new phone sold in the world. We dive into this story live at the perfect venue: our first-ever European live show at Solana’s Breakpoint conference in beautiful Lisbon, Portugal! If you want more Acquired, you can follow our public LP Show feed here in the podcast player of your choice (including Spotify!). Links: The Qualcomm Equation Principles of Communications Engineering by Irwin Jacobs and John Wozencraft Episode sources Sponsors:Pilot: https://bit.ly/acquiredpilot24Statsig: https://bit.ly/acquiredstatsig24Crusoe: https://bit.ly/acquiredcrusoeNote: Acquired hosts and guests may hold assets discussed in this episode. This podcast is not investment advice, and is intended for informational and entertainment purposes only. You should do your own research and make your own independent decisions when considering any financial transactions.
Stanley’s Starbucks collab at Target caused a riot, selling out instantly — And inside that 40-ounce metal mug is a lesson on how status symbols: Exclusivity beats price.The most inventive company in America? It’s… Qualcomm — This $150B company whipped up 3,854 patents last year, and we’ll tell you why. And Instagram just made its most parent-friendly move ever: A kids table — Zuck did the right thing… but because he was forced to.$SBUX $QCOM $METASubscribe to our newsletter: tboypod.com/newsletterWant merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.comFollow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodAnd now watch us on YoutubeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
This is Zack Fuss, an investor at Irenic Capital, and today we're breaking down Qualcomm. When you think of semiconductors, Qualcomm isn’t necessarily the first name that comes to mind but its size and utility in our lives is truly striking. The business has an enterprise value of $150 billion and set the standards for 3G, 4G, and 5G mobile connectivity that we rely on so heavily in our daily lives today. I bet that if you don’t have a Qualcomm product in your pocket right now, you most certainly have one in your home. To break down the business, I’m joined by Jay Goldberg, a semiconductor industry consultant and partner at Snowcloud Capital. Please enjoy this breakdown of Qualcomm. For the full show notes, transcript, and links to the best content to learn more, check out the episode page here. ----- This episode is brought to you by Tegus, the modern research platform for leading investors. I’m a longtime user and advocate of Tegus, a company that I’ve been so consistently impressed with that last fall my firm, Positive Sum, invested $20M to support Tegus’ mission to expand its product ecosystem. Whether it’s quantitative analysis, company disclosures, management presentations, earnings calls - Tegus has tools for every step of your investment research. They even have over 4000 fully driveable financial models. Tegus’ maniacal focus on quality, as well as its depth, breadth and recency of content makes it the one-stop, end-to-end research platform for investors. Move faster, gather deep research to build conviction and surface high-quality, alpha-driving insights to find your differentiated edge with Tegus. As a listener, you can take the Tegus platform for a free test drive by visiting tegus.co/patrick. ----- Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit joincolossus.com/episodes. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @JoinColossus | @patrick_oshag | @jspujji | @zbfuss | @ReustleMatt Show Notes [00:02:41] - [First question] - Describing what a semiconductor is for laypeople [00:03:51] - Distinguishing between chip designers and producers [00:04:53] - Why the semiconductor industry evolved the way it did [00:05:57] - The history of Qualcomm from the 50s leading up to today [00:08:40] - Where Qualcomm fits into the world of wireless phones [00:12:01] - What winning the war of standards means for their economics writ large [00:13:42] - The dynamics within the business that influenced their growth [00:16:00] - Qualcomm’s direct competitors as they exist today [00:17:20] - The relationship between Qualcomm and Apple [00:19:42] - What’s happened over the last couple of years in the industry [00:21:05] - The possibility of a structural tailwind in a digitally interconnected world [00:22:56] - Some of the competitive hostility in the semiconductor space [00:26:58] - Unique directions Qualcomm could be taken beyond positioning [00:29:02] - What they can do with their abundant free cash flow [00:30:24] - Variables that preserve and could threaten their margins [00:32:58] - Where Qualcomm sits within the global struggle for chip dominance geopolitically [00:35:00] - Capacity constraints that could impact them directly [00:36:51] - Lessons for investors and operators when studying Qualcomm’s story [00:39:50] - Unique characteristics of Qualcomm’s company culture [00:41:06] - Thoughts about Steve and Aman as CEOs [00:43:08] - Where Meta, Apple, and Microsoft source their chips Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode of our short series in Back to Basics, Jay Goldberg shares the key moments in Qualcomm's story that led to the market position they have today.
The Trump administration blocked chipmaker Broadcom's bid to acquire rival Qualcomm on the grounds of national security. But how did the San Diego-based company become the target in the first place? And who will ultimately own the mobile technology of the future? With FT reporters James Fontanella-Khan and Tim Bradshaw.News review clips: C-Span, Fox News. Hosted on Acast. See acast.com/privacy for more information.
Today’s guest is Don McGuire, Chief Marketing Officer at Qualcomm. A wireless technology pioneer, Qualcomm invented the foundational technologies for 3G, 4G, and 5G, and today, Qualcomm technology can be found in just about every handset and many devices that we use every day. Qualcomm has diversified its business over the years into different industries, such as automotive, in addition to compute, XR, and more. Don joins us on today’s program to talk about the digital transformation of the automotive industry. He explains the notion of a ‘digital chassis’ essential for enhancing wireless capabilities in modern automobiles and both the hardware and software infrastructure involved. If you’ve enjoyed or benefited from some of the insights of this episode, consider leaving us a five-star review on Apple Podcasts, and let us know what you learned, found helpful, or liked most about this show!
Qualcomm (QCOM) is one of our top semiconductor stock picks for 2024. It was a top pick in 2023 as well, and in spite of a total return of over 30%, it actually underperformed chip stocks last year! At any rate, Chip Stock Investors Nick and Kasey think Qualcomm could have another good year in 2024 as the smartphone market recovery takes hold. They talk about 5G networks, the broader outlook for Qualcomm chip demand, new PC chips that include on-device AI, and why profit margins could soar for Qualcomm. Also available is accompanying research notes for this Qualcomm deep dive over on our Ko-Fi channel! 👉👉👉https://ko-fi.com/s/442fe67903 Join this channel to get access to perks: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join Watch previous Qualcomm episodes at👉 https://chipstockinvestor.com/qualcomm/ We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #qualcomm #5g #wireless #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Nick and Kasey own shares of Qualcomm
Ben Bajarin and Jay Goldberg discuss key news bits from Qualcomm's Snapdragon Summit, Apple's Scary Fast event where new M3 Apple Silicon was announced, and what it means for the market as a whole and for architecture competition.
Qualcomm is a mobile chipmaker and designer that has been trying to break into the laptop market for years. Apple has been a major player in laptops and made significant headway with the introduction of the M-series chip in 2020. Just recently, Qualcomm announced the Snapdragon X Elite laptop chips. The Snapdragon X Elite is based on Arm architecture and will give x86 chip makers Intel and AMD, and maybe even Apple (?) a run for their money. It remains to be seen whether Qualcomm will be successful in its attempt to enter the laptop market. However, the Snapdragon X Elite platform is a significant improvement over Qualcomm's previous efforts, and it could give Qualcomm a competitive edge. Meanwhile, Apple just front-ran Qualcomm with the quick announcement and availability of MacBooks powered by the M3 chips. The competition between these two companies could lead to more innovation in the laptop market, as both try to develop the best possible products as far as power-to-performance goes. Which stock is a better buy in this important area of the semiconductor race? Chip Stock Investor breaks it down in this episode, along with a brief history of the x86 vs. Arm laptop chip battle in recent decades. If you feel like leaving us a tip you can do so at : https://ko-fi.com/chipstockinvestor Thanks for the support! We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor If you're serious about investing, then Seeking Alpha Premium is a great way to supplement what you learn on our channel. It gives you the tools and resources you need to make better investment decisions and win in the stock market. Sign up for Seeking Alpha Premium today and get a special discount through our link: https://seekingalpha.me/ChipStockInvestor Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #apple #m3 #qualcomm #snapdragonxelite #snapdragon #x86 #intel #amd #semiconductors #cloudcomputing #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Nick and Kasey own shares of Apple and Qualcomm.
In this episode, I am joined by Ganesh Swaminathan and Javier del Prado from Qualcomm Technologies. We discuss Qualcomm's exclusive Wi-Fi 7 Day event in San Diego, exploring the latest initiatives and technologies shaping the future of connectivity. The conversation ranges from Wi-Fi 7's advanced features to its seamless integration with Fiber and 10G networks. We kick off the episode with an introduction to Qualcomm's Wi-Fi 7 Day event, which Ganesh and Javier describe as a seminal moment for the tech industry. Here, we delve into the advanced features of Wi-Fi 7, including its adaptability and remarkably higher connection speeds. Within the first ten minutes, you'll be up to speed on how Wi-Fi 7 is poised to revolutionize internet access with enhanced speed, low latency, and optimized interference management. We also take a deeper dive into Wi-Fi 7's breakthrough features. We cover how these attributes, such as interference puncturing, multiple connectivity, and high band simultaneous multi-link, promise to improve not just internet speed but also latency and interference management. Whether you're at home or part of a sprawling enterprise network, Wi-Fi 7 offers benefits that are both wide-ranging and substantial. Around the 18-minute mark, we shift gears to discuss the confluence of Wi-Fi 7 technology with fiber connectivity and 10G. We underline this integration's tremendous benefits to end-users, particularly in terms of ultra-low latency and high reliability in applications like 4K gaming and ultra HD streaming. From a tech implications standpoint, the capability of Wi-Fi 7 to integrate with other technologies like Fiber and 5G points to a future where user experience is seamless and high-quality, irrespective of the device or access type. Additionally, Qualcomm's Service-Defined Wi-Fi holds the potential to transform the broadband industry fundamentally, thanks to its application-level granularity in quality of service. So tune in to this episode for an expansive, thought-provoking discussion that offers a multi-faceted look at the future of connectivity technologies like Wi-Fi 7.
Ben & David cover the proposed largest tech M&A deal of all time, and in the process dive into the evolving dynamics of the industry that started everything in Silicon Valley—silicon. Just when VCs thought innovation was dead in semiconductors, a new wave of startups and large companies are redrawing the lines of competition in an industry dominated for a half-century by the “Wintel” duopoly of Intel and Microsoft.Sponsors:Pilot: https://bit.ly/acquiredpilot24Statsig: https://bit.ly/acquiredstatsig24Crusoe: https://bit.ly/acquiredcrusoeTopics Covered Include: Innovation and disruption in the semiconductor industry over the past two years Intel’s acquisition of Nervana Graphcore and other ML-focused semiconductor startups CDMA and the telephone network effect Qualcomm’s early cell phone handsets Vertical integration + commoditization in smartphone chipsets The Carve Out: Ben: The de-watering of Niagara Falls David: Big Daddy’s Antiques Bonus: The Mystery Show
Steve Mollenkopf started working as an engineer at Qualcomm right out of college. After ascending to the top of the Engineering division, Mollenkopf thought that he'd reached his peak promotion in the company — that is, until he became CEO and led the company through some of its highest and lowest moments.