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This Artificial Intelligence (AI) Semiconductor Stock Could Lose Access to Valuable Intellectual Property. Here's Why It's a Buy Anyway.
The Motley Fool· 2024-10-29 17:40
文章核心观点 - Arm Holdings是芯片行业中一家拥有大量知识产权的公司,其CPU架构和IP授权许可是业界广泛使用的[1][2] - Arm正在考虑取消其最大客户之一Qualcomm的架构许可协议,这与Qualcomm收购Nuvia公司的许可问题有关[2][4] - 如果Arm取消Qualcomm的架构许可,将严重影响Qualcomm的新产品开发和业务增长[5][6][7] 根据目录分别总结 Arm与Qualcomm的许可协议 - Arm有两种类型的许可,一种是架构许可,允许客户自主设计芯片;另一种是现成的CPU设计许可[4] - Qualcomm在许多新产品中使用了基于Arm架构的Nuvia设计[5][6] - Arm正考虑取消Qualcomm的架构许可,这将严重打击Qualcomm的业务[7] Arm是否会真的取消Qualcomm的许可 - 取消Qualcomm许可将给Arm带来大量收入损失,因为Qualcomm是Arm的主要客户之一[8] - 这也可能让其他客户对Arm的可靠性产生疑虑,促使他们转向开源RISC-V架构[9] - 这更像是Arm的谈判策略,双方最终很可能会找到继续合作的方式[10] Qualcomm的未来发展前景 - Qualcomm正在开发新一代AI芯片,应用于PC、智能手机、汽车和物联网等领域[12][13] - 目前Qualcomm股价估值较低,为投资者提供了良机[14] - 即使需要为Arm许可支付更多费用,Qualcomm的长期发展前景仍然看好[14]
Qualcomm (QCOM) Surpasses Market Returns: Some Facts Worth Knowing
ZACKS· 2024-10-25 06:50
Qualcomm (QCOM) closed the most recent trading day at $168.10, moving +0.9% from the previous trading session. This move outpaced the S&P 500's daily gain of 0.22%. Elsewhere, the Dow lost 0.33%, while the tech-heavy Nasdaq added 0.76%.Shares of the chipmaker have depreciated by 0.99% over the course of the past month, underperforming the Computer and Technology sector's gain of 2.29% and the S&P 500's gain of 1.47%.Analysts and investors alike will be keeping a close eye on the performance of Qualcomm in i ...
Will the Legal Dispute With Arm Impact Qualcomm's Share Performance?
ZACKS· 2024-10-25 01:05
Arm Holdings (ARM) has recently decided to terminate the architectural license agreement with its long-standing business partner Qualcomm Technologies, Inc. (QCOM) . Arm has given Qualcomm a 60-day deadline period to solve the dispute.QCOM, which is well acquainted with legal disputes, finds itself in another legal spat. The company secured a victory in a wide-ranging legal fight with Apple in 2019 and also won a court decision against an allegation of using unfair licensing activities put forward by the Fe ...
Qualcomm: License Dispute Will Pass
Seeking Alpha· 2024-10-24 23:18
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Arm reportedly cancels Qualcomm design license
TechCrunch· 2024-10-24 02:00
In Brief In a move that could profoundly affect an already beleaguered global supply chain, Arm has reportedly issued Qualcomm a 60-day notice of cancelation for chip design licensing. The move, reported by Bloomberg, would have an impact on a majority of smartphone manufacturers who rely on Qualcomm chips.U.K.-based Arm, which licenses chip architecture, issued the notice as part of a protracted battle with the Snapdragon producer. Much of the issue can be traced back to a dispute over contracts and tradem ...
Qualcomm Stock Drops on Report that Arm Seeks to Cancel Chip Design License
Investopedia· 2024-10-23 23:40
KEY TAKEAWAYSQualcomm shares are falling in premarket trading Wednesday following a report that Arm Holdings is canceling a license that allows the British chip designer’s intellectual property in the U.S. company’s chips.Bloomberg reported that Arm has given Qualcomm a 60-day notice that would trigger the end of their “architectural license agreement."Qualcomm’s processors are in most Android smartphones, the report said, and a cancellation of the license could put $39 billion of its revenue at risk.J.P. M ...
Analysts revise Qualcomm stock price target
Finbold· 2024-10-23 18:42
So far, Qualcomm (NASDAQ: QCOM) has been experiencing significant stock market success in 2024, albeit not without facing some headwinds along the way.Indeed, though the stock is up 23.50% year-to-date (YTD) to its latest closing price of $173.18, it is simultaneously down a significant 24% from its June highs near $230.The growing issues become even more evident once the 5.13% drop in the extended session between Tuesday, October 22, and Wednesday, October 23, is factored in. QCOM stock YTD price chart. So ...
Arm Reportedly Cancels License Qualcomm Used to Design Its Chips
CNET· 2024-10-23 14:22
Arm has reportedly canceled a license granted to Qualcomm to design chips based on its chip technology, according to a Bloomberg report on Tuesday.Arm has reportedly given Qualcomm a 60-day notice of the cancellation as required by law. This license lets the San Diego-based Qualcomm design its own silicon based on Arm chip standards. The Bloomberg report comes just as Qualcomm announced its new mobile and automotive chips at its annual Snapdragon Summit in Hawaii. The chips represent milestones for Qualcomm ...
Qualcomm's Snapdragon 8 Elite Chip Aims to Level Up AI on Android Phones
CNET· 2024-10-22 03:48
文章核心观点 - 高通公司推出了新一代旗舰芯片Snapdragon 8 Elite,将为明年的顶级Android手机带来更强大的AI能力、低光拍摄性能和更长的游戏续航时间[1][2] - Snapdragon 8 Elite在上一代芯片的基础上进一步提升了AI性能,支持更多的AI应用,如实时物体识别、人像补光等[1][2] - Snapdragon 8 Elite采用了高通自研的Oryon CPU,在性能和能效方面都有大幅提升,尤其在网页浏览速度上有62%的改善[2] - Snapdragon 8 Elite还在相机、连接性等方面进行了优化,将为下一代Android手机带来全面的升级[2] 公司相关 - 高通公司推出了新一代旗舰芯片Snapdragon 8 Elite,这是其首次采用自研的Oryon CPU[2] - 高通公司表示Snapdragon 8 Elite是其最高端的移动芯片,在性能和能效方面都有大幅提升[2] - 高通公司表示Snapdragon 8 Elite的网页浏览速度提升62%,可以媲美桌面级水平[2] 行业相关 - 明年的顶级Android手机将搭载Snapdragon 8 Elite芯片,具备更强大的AI能力和低光拍摄性能,以及更长的游戏续航时间[1][2] - 手机行业正在进行以生成式AI为核心的竞争,三星、苹果等厂商都在积极布局[1] - Snapdragon 8 Elite的性能和能效提升,将为下一代Android手机带来全面的升级[2]
Here's Why Qualcomm (QCOM) is a Strong Value Stock
ZACKS· 2024-10-18 22:41
文章核心观点 - Zacks Premium是一个可以帮助投资者更自信地投资的研究服务 [1] - Zacks Style Scores是一个评估股票价值、成长和动量特征的指标 [2][3][4] - Zacks Style Scores与Zacks Rank结合使用可以帮助投资者选择最有潜力的股票 [5][6][7] 公司分析 - Qualcomm是一家总部位于圣地亚哥的无晶圆厂半导体公司 [8] - Qualcomm目前的Zacks Rank为3(Hold),VGM评分为B,表现较好的价值特征 [8] - 过去60天内,有1位分析师上调了Qualcomm2024财年的盈利预测,预测每股收益为10.08美元,平均盈利惊喜率为7.6% [8]