STMicroelectronics’ sensor and secure wireless technologiessupport Snapdragon Wear Elite AI at the edge for smarter, longer lasting, and slimmer user-centric wearablesReady-to-use solution accelerates time to market and simplifies integration Geneva, March 2, 2026 -- STMicroelectronics (NYSE: STM), a global semiconductor leader serving customers across the spectrum of electronics applications, now supports leading-edge motion-sensing and secure wireless technologies on Qualcomm Technologies’ newly launched ...

Key Takeaways Qualcomm expands Ericsson partnership to prototype key 6G radio tech for 3GPP Release 20.Joint tests include a 400 MHz carrier and 6-8 GHz band for stronger cell-edge performance.AI-driven uplink demand tripling every five years as 6G nears commercialization.Qualcomm Incorporated (QCOM) advanced its 6G efforts by expanding its partnership with Ericsson (ERIC) to coordinate on key radio technologies and validate them through joint lab prototypes. The joint effort signals meaningful progress tow ...

Cullen Capital Management, LLC, operating under the name Schafer Cullen Capital Management, Inc. (SCCM), has released its “SCCM Enhanced Equity Income Fund” fourth-quarter investor letter. A copy of the letter can be downloaded here. In the fourth quarter, the US equity market continued to rally, largely fueled by enthusiasm for artificial intelligence. The Enhanced Equity Income Strategy returned 2.0% (net) for the fourth quarter and 7.5% (net) for the year, compared to 6.5% and 8.9% from its primary bench ...

New Snapdragon platform just dropped at Qualcomm’s keynote at MWC. Meet SnapdragonWear Elite. #👀 #mwc26 #snapdragon #qualcomm #processors ...

BARCELONA, Spain, March 2, 2026 /PRNewswire-PRWeb/ -- Ecrio, a leader in Edge AI-powered critical communications, and Lanner Electronics, a global provider of rugged edge computing, today announced a strategic partnership to deliver a telco-grade, real-time AIOps solution. The combined offering combines Lanner's ECA-5555 Edge AI Server, featuring the Qualcomm® AI 100 Accelerator Card, with Ecrio's Edge AI Communications Platform.Ecrio: Bridging Communications and AIOpsEcrio's platform unifies real-time comm ...

Core Insights - Qualcomm Technologies, Inc. has announced a strategic coalition with industry partners to accelerate the development and global deployment of 6G, with a roadmap aimed at delivering commercial systems starting from 2029 [1][5] Industry Collaboration - The coalition includes major global partners such as Airtel, Amazon, Cisco, Google, Microsoft, Samsung Electronics, and many others, highlighting a strong industry commitment to 6G development [2][7] 6G Technology Framework - 6G is being designed as an AI-native system based on three key pillars: connectivity, wide-area sensing, and high-performance compute, which will enable advanced capabilities like intelligent radios and AI-based network autonomy [3][4] Market Opportunities - The introduction of 6G is expected to transform the telecom sector by enabling new classes of AI-enabled services and improving efficiency and performance for telecommunications applications [4][5] Development Goals - The coalition aims to establish essential 6G standards, validate systems, and demonstrate pre-commercial devices and networks by 2028, with a focus on creating new business models and services to enhance the 6G ecosystem [5][6]

观点一：智驾平权 2.0，支撑智驾赛道全年高景气度。 展望 2026 年整车行业面临补贴退坡、原材料涨价等多重压力，市场担心主机厂对智能驾驶功能是否会减配。我们研 究发现 26 年智驾平权趋势非但不会放缓，而是会进入 2.0 阶段，城市 NOA（领航辅助驾驶功能）开始走向千家万户， 背后的原因在于：1）过去 2-3 年智驾景气度的本质来源是新能源车内卷背景下的主机厂增配，这一强大的供给端驱 动力在 2026 年依然存在并且增强。2）小鹏 Mona 已经证明 10-20w 低价格带消费者对优质智驾功能同样具有需求。在 供给和需求双重驱动力下，我们测算 2026 年城市 NOA 硬件配置渗透率有望从 2025 年 16%提升至 25%，全年搭载城市 NOA 功能硬件配置销量有望达到 545 万，同比增速超过 50%。 观点二：L2 进入强监管政策周期，L3/L4 法规体系逐步建立。 1）L2 强监管政策周期下检测类机构充分受益：L2 强标是强监管政策落地最重要的执行依据，目前已进入报批阶段。 此次我国 L2 强覆盖范围广、所涉及检测车型多；同时由于测试严格程度强、检测项目多，预计单次检测价值量较高； 因此我们预计 ...

February 26, 2026 08:21 PM GMT Robotics | North America Humanoid Horizons: Can US and China Collaborate on Robots? China-based robotics suppliers appear to be targeting a deeper US market expansion at the same time that US companies are pushing for new domestic capacity. The upcoming Trump/Xi meeting could shape the direction of US-China robotics engagement in the years ahead. Key Highlights on Humanoids 2 Months into 2026: | M February 26, 2026 08:21 PM GMT Humanoid Horizons: Can US and | Morgan Stanley & ...

中经记者 谭伦 北京报道 在存储芯片持续涨价冲击下，全球手机市场将承压。 日前，市场研究机构Counterpoint Research发布的最新研报显示，为了应对DRAM（动态随机存储器） 和NAND Flash（闪存）的供求和价格上涨带来的成本压力，手机厂商将被迫对旗下终端产品进行涨 价，而这也将在一定程度上抑制消费者的购买需求。 因此，Counterpoint Research预计，此前一直受益于DRAM和NAND Flash成本下降的中低端智能手机市 场，将会在2026年承受前所未有的巨大压力，出货量将较2025年同比下降6.1%，同时，智能手机SoC出 货量同比下降7%。 另一大研究机构TrendForce在2月最新跟踪报告中亦指出，2026年第一季度，全球DRAM合约价上涨90% —95%，NAND合约价亦大幅上调。在此背景下，若干移动存储子品类（包括部分LPDDR5X与UFS4.0 规格）与消费级1TB SSD在近几个月内出现了数倍级或接近翻倍的现货与零售价格上涨。 受此推动，2026年在全球手机市场涨价也成为业内共识。CHIP中国研究室主任罗国昭向《中国经营 报》记者表示，此轮普涨来自AI训练需 ...

来源：EETOP 事情出现意外转折——英特尔代工服务（Intel Foundry）负责人凯文·奥布克利（Kevin O'Buckley）在任职仅两年后，决定跳槽至高通。即日起，英特尔代 工服务将由此前负责前端工艺技术研发与制造的印度裔高管纳加·钱德拉塞卡兰（Naga Chandrasekaran）接任。 至于奥布克利，他将出任高通执行副总裁，主管全球运营与供应链，领导高通全球芯片生产业务，监管制造工程、代工厂合作及元器件供应商关系。奥布 克利将直接向高通执行副总裁、首席财务官兼首席运营官阿卡什·帕尔希瓦拉（Akash Palkhiwala）汇报。 与之不同，钱德拉塞卡兰将负责新一代逻辑工艺节点、先进封装方案与测试技术的研发及落地，同时监管全球前端晶圆制造、后端封装测试业务。此外， 他还负责英特尔代工服务的客户合作、生态建设、战略规划、集团质量与可靠性项目，以及供应链运营。简而言之，他同时掌管技术路线图与工厂运营。 钱德拉塞卡兰此前担任英特尔代工服务技术与运营负责人，监管前端工艺技术研发与制造。在此期间，他已同时负责技术研发（TD）部门与代工制造及 供应链（FMSC）部门（自2024年年中起接管），因此此次晋升 ...