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 ...

QUALCOMM (QCOM) built its reputation over the years supplying the chips and connectivity that power modern devices. As artificial intelligence (AI) and 5G reshaped the tech landscape, Qualcomm stood at the center of that shift, benefiting from demand for faster, smarter, and more efficient computing. Yet 2026 has been far less forgiving. Semiconductor stocks have gone through a broad correction, and QCOM has not been spared. The stock is down 19.2% this year, wiping out much of last year’s progress and d ...

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作者简介 王阳元, 北京大学集成电路学院，北京 100871 卜伟海, 北方集成电路技术创新中心（北京）有限公司，北京 100176 于燮康, 国家集成电路封测产业链技术创新战略联盟，无锡 320214 王润声, 北京大学集成电路学院，北京 100871 王永文, 北京大学软件与微电子学院，北京 102600 刘伟平, 北京华大九天科技股份有限公司，北京 100102 杨德仁, 浙江大学材料科学与工程学院，杭州 310058 严晓浪, 浙江大学材料科学与工程学院，杭州 310058 陈南翔, 长江存储科技控股有限责任公司，武汉 430078 张兴, 北京大学集成电路学院，北京 100871 赵晋荣, 北方华创微电子装备有限公司，北京 100176 康劲, 北方集成电路技术创新中心（北京）有限公司，北京 100176 魏少军， 清华大学集成电路学院，北京 100084 作者简介: 王阳元，教授，中国科学院院士，研究方向为微纳电子学的新器件、新工艺技术和新结构电路，电子信 箱：yywang@pku.edu.cn 摘要 本文立足世界经济50年长波周期演进规律，聚焦第5个长波周期核心引擎——集成电路产业，系统 梳理了 ...