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 ...

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 ...

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 ...

文章核心观点 - Arm公司已经取消了授予Qualcomm基于其芯片技术设计芯片的许可 [1] - Arm公司已经给Qualcomm发出了60天的取消通知,这是法律要求的 [1] - 这个许可让总部位于圣地亚哥的Qualcomm能够设计自己的基于Arm芯片标准的硅芯片 [1] 根据相关目录分别进行总结 Arm公司取消Qualcomm许可的原因 - Arm公司声称这是为了强迫Qualcomm这个长期合作伙伴,干扰其性能领先的CPU,并提高专利费用,而这与Qualcomm的架构许可协议权利是不符的 [2] - Qualcomm表示Arm公司的这一行为是反竞争的,并将在即将到来的12月的审判中得到确认 [2] Qualcomm对Arm公司行为的回应 - Qualcomm表示Arm公司的这一做法是毫无根据的威胁,旨在干扰法律程序 [2] - Qualcomm表示有信心自己在与Arm的协议下的权利将得到确认 [2]

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]

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]

Speculations are rife that Qualcomm Incorporated (QCOM) will wait until the Presidential elections are over in the United States to decide on whether to stake a formal claim for acquiring Intel Corporation (INTC) . This is likely to offer Qualcomm greater clarity about possible administrative and bureaucratic changes the new occupant of the White House will implement relating to export control measures with countries like China and the antitrust landscape in domestic frontiers.The proposed takeover bid is e ...

核心观点 - 高通公司（Qualcomm）股票在2024年有望强劲收官受关键创新和战略举措推动[1] 各部分总结 产品推动盈利 - 高通最赚钱的移动芯片组骁龙8 Gen 4（Snapdragon 8 Gen 4）预计将显著提升第四季度收益其出货量同比增长50%平均售价提高15%[1] 市场表现与估值 - 高通股票在过去52周上涨60.2%目前每股176美元市值1963.6亿美元企业价值1998.6亿美元[2] - 股票的预期市盈率16.28与22.83的往绩市盈率相比较合理过去12个月每股收益7.72美元毛利润373.6亿美元[3] - 机构投资者持有公司78.32%的股份[3] 关键驱动因素 - 高通在移动技术之外的多元化对其未来增长至关重要其汽车部门2024年第三季度营收同比增长87%[4] - 到2030年底汽车中的半导体含量可能超过车辆总成本的45%（2000年为20%）高通汽车业务收入到2026财年有望超过40亿美元[4] - 高通与霍尼韦尔（Honeywell）合作开发人工智能驱动的智能能源解决方案[4] 股价预测 - ChatGPT - 4o预测高通股价到2024年底可能达到200美元较当前水平上涨14%[5] - 不同AI模型预测高通股价到2024年底可能达到200 - 250美元分析师共识设定高通平均目标价为203.04美元较当前水平上涨15.19%[5]

04 September 2024, Verlin, Berlin: Chip manufacturer Qualcomm has stepped up its competition against ... [+] Intel and Apple at IFA and presented cheaper versions of its Snapdragon X model series. Qualcomm CEO Cristiano Amon presented four new processor systems on Wednesday (September 4) that make do with fewer cores than the top models. Photo: Christoph Dernbach/dpa (Photo by Christoph Dernbach/picture alliance via Getty Images)dpa/picture alliance via Getty ImagesMobile chipset major Qualcomm (NASDAQ: QCO ...

Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering Qualcomm (QCOM) , which belongs to the Zacks Wireless Equipment industry.This chipmaker has an established record of topping earnings estimates, especially when looking at the previous two reports. The company boasts an average surprise for the past two quarters of 4.82%.For the most recent quarter, Qualcomm was expected to post earnings of $2.25 per share, b ...