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Melius Research Initiates Qualcomm(QCOM.US) With Hold Rating, Announces Target Price $180
Express News | Qualcomm : Melius Research Initiates Coverage With Hold Rating; Target Price $180
Taiwan Semiconductor founder Morris Chang: Intel should focus on AI rather than foundry services.
On the evening of December 9th, Beijing time, taiwan semiconductor founder Morris Chang stated on Monday that intel should have focused on AI instead of trying to become a contract manufacturers. At today's autobiography launch event, he also mentioned that he does not know why former intel CEO Pat Gelsinger had to resign, but it seems that intel is seeking a new global strategy and a new CEO. According to reports from last week, Gelsinger was forced to leave intel earlier this month because the intel board of directors concluded that he had to resign due to failing to turn the company profitable.
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A major shift in the smart phone industry! Apple (AAPL.US) launches the 'De-Qualcomm Plan': striving to eliminate Qualcomm modems.
Apple is exploring bringing mobile network services to Mac computers for the first time; the company is preparing for a three-year "ambitious plan" to replace Qualcomm modems.
Weekly Buzz: Now THOSE are records!!
Qualcomm Inc/de Insider Sold Shares Worth $484,617, According to a Recent SEC Filing
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Qualcomm is going to be abandoned! Apple will launch its first self-developed modem chip in the iPhone SE next year.
Media reports that after more than five years of development, apple's first self-developed modem chip low-end version will be unveiled next year, and the high-end version will be unveiled in 2026. It is hoped that by 2027, it will replace qualcomm's modem technology. However, the performance of the new apple low-end modem does not reach the level of qualcomm's latest products. At the same time, apple will continue to use components from broadcom and skyworks solutions in its devices. After the news broke, qualcomm and qorvo's stock prices declined, while apple, broadcom, and skyworks solutions rose.
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