Core Insights - Qualcomm (QCOM) has been one of the worst-performing global semiconductor stocks over the past year, with a total return decline of 11% [1] Group 1: Company Performance - Qualcomm's performance lags behind the State Street Technology Select Sector SPDR ETF, indicating a significant underperformance in the semiconductor sector [1]

2026.03. 07 本文字数：3100，阅读时长大约5分钟 作者 | 第一财经 李娜 最直观的变化出现在终端侧。AI手机仍然是展馆里最拥挤的展区之一，几乎所有主流手机厂商都在展 示端侧大模型能力，包括实时翻译、AI助手、多模态识别以及本地生成内容等功能。与过去依赖云端 计算不同，今年不少厂商开始强调端侧算力的重要性，即尽量在手机本地完成推理任务，以减少网络 延迟并保护用户隐私。 这种趋势背后，是算力需求的持续上升。 在本届MWC上，华为首次面向海外市场展示其超节点计算集群，试图在AI算力领域占据新的位置。 华为相关负责人对记者表示，随着AI模型规模不断扩大，算力基础设施正在从单机性能竞争转向系统 级架构能力，"未来AI数据中心更像一个巨型计算系统，而不是简单堆叠服务器"。 英伟达同样正在希望将AI基础设施战略延伸到全球电信网络。在MWC开幕前夕，英伟达宣布与包括 诺基亚、思科、德国电信等在内的全球电信与基础设施巨头联合，要在AI原生平台上构建6G网络。 在今年全国两会期间，6G、"AI+"等话题再次成为代表委员讨论的焦点。作为下一代信息基础设施 的重要方向，6G被视为推动数字经济和智能社会发展的关键技术之 ...

Anterix Inc. (NASDAQ:ATEX) is one of the stocks that should double in 3 years. On February 26, Anterix and Qualcomm Technologies (NASDAQ:QCOM) announced an expanded collaboration aimed at accelerating the adoption of next-gen private wireless broadband for the utility sector. The partnership focuses on transitioning the industry from basic spectrum access to a comprehensive connectivity platform, enabling utilities to deploy and evolve private networks. This collaboration supports the development of indu ...

Key Takeaways QCOM earnings estimates for FY26 and FY27 cut 7.3% and 8.4% in 60 days, signaling bearish sentiment.QCOM faces China trade restrictions, weaker spending and rising inventory among smartphone customers.QCOM sees Q2 FY26 revenue of $10.2B$11B, with handset sales near $6B amid reduced chip orders.Earnings estimates for Qualcomm Incorporated (QCOM) for fiscal 2026 and fiscal 2027 have declined 7.3% and 8.4%, respectively, to $11.20 and $11.45 per share over the past 60 days. The negative estimate ...

The Samsung exhibition stand features the prominent ''A new era of mobile agentic AI'' slogan by the South Korean company Samsung Electronics.Samsung's upcoming smart glasses will have a camera and be connected to a smartphone, a top executive told CNBC, as the tech giant prepares to make its first foray into the product category.Jay Kim, executive vice president at Samsung's mobile business, teased some details about the smart glasses for the first time, on the sidelines of the Mobile World Congress trade ...

我是芯片超人花姐，入行20年，有50W+芯片行业粉丝。 有很多不方便公开发公众号的， 关于芯片买卖、关于资 源链接等， 我会分享在朋友圈 。 扫码加我本人微信 2026年2月26日，Semiconductor Intelligence（SI）基于 WSTS（世界半导体市场统计）以及 各半导体厂商披露的数据，发布了一份关于 2025年第四季度半导体市场走势及销售额排名 的报 告。 报告显示， 三星电子、SK海力士、美光、铠侠、闪迪 五家主要存储厂商在 2025 年第四季度实 现了平均 27% 的环比增长 ，表现尤为突出。 01 五家主要存储厂商 平均实现了27%的大幅增长 根据SI公布的2025年第四季度全球半导体销售额前20名排名，第一名是 NVIDIA ，销售额为681 亿美元，环比增长20%；第二名是 三星电子 ，销售额为300亿美元，环比增长33%；第三名是 SK海力士 ，销售额为224亿美元，环比增长34%。 另一方面，由于AI对大量存储器的需求增加，其他应用领域正在出现存储短缺的情况。 Intel预计 由于PC用存储器不足，其业绩将较2025年第四季度下降11%。此外，由于智能手机用存储器供 应紧张 ...

MWC 2026 | Fibocom Unveils 5G MiFi Solution Based on Linux OS and Qualcomm QMB415 Platform Accessibility Statement Skip NavigationBARCELONA, Spain, March 5, 2026 /PRNewswire/ -- On March 5, Fibocom officially launched the FG205 module and 5G MiFi solution based on the Qualcomm QMB415 platform. The QMB415 platform supports the Linux operating system and, with its deeply customized hardware architecture and reduced memory requirements, delivers an optimized solution and more reliable supply stability for wire ...

For Europe’s automotive Tier-1 suppliers, these past few years have felt less like a cyclical downturn and more like a terminal reckoning. Across 2024 and 2025, the sector shed over 100,000 jobs, as giants like Continental, Bosch, and ZF Friedrichshafen have all taken steps to downsize: Bosch alone faced a $2.9 billion cost gap. Meanwhile, their Chinese peers are increasingly outperforming, having boarded the rocket ship of domestic EV growth. One could blame the usual suspects: geopolitical friction, th ...

With a dividend yield of 2.6%, Qualcomm (QCOM) may be one of the most undervalued artificial intelligence stocks to buy today. All as it pushes into the AI data center market, focusing heavily on inferencing (running AI models), directly challenging Nvidia’s dominance. Fueling further upside potential, the company’s acquisitions of Alphawave Semi and Ventana Micro Systems are seen as strongly supporting Qualcomm’s market competitiveness. www.barchart.com   More News from Barchart All of which helps exp ...

在今年的MWC巴塞罗那展会上，整个科技圈都在关注 "智能跃升" 这个话题。 渐渐地，人们已不再满足于能够执行单个任务的AI，开始渴望拥有一个 专属的AI智能体 。 OpenAI CEO奥特曼就曾表示， 高度个人化的智能体，才是未来交互的核心 ；这两个月爆红的开源智能体框架OpenClaw，同样是这一趋势 的缩影。 但个性化体验不是空中楼阁，必须要拥有 海量的真实情境数据 并持续消化，才能打好这座大厦的坚固地基。 克雷西 发自 凹非寺 量子位 | 公众号 QbitAI 而手机、PC等终端设备，毫无疑问就是安全处理这些私密信息的最佳载体。 高通的看法更加激进，他们认为 AI必须进驻到更微型化的载体中 ，成为"AI穿戴"，才能实现自适应、即时响应且高度个性化的个人AI体验。 对于AI可穿戴，高通CEO安蒙给出了极高的预期，他预测， 这类产品未来几年的市场规模有望突破一亿大关，甚至有能力冲刺十亿量级 。 为了加速AI可穿戴的起步和发展，高通在本次展会上正式推出了全新的 骁龙可穿戴平台至尊版 （Snapdragon Wear Elite），把AI运算能力 下放延伸到了智能手表等微型可穿戴设备当中。 再把目光放远，假如一 ...