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MWC 2026 | Fibocom Unveils 5G MiFi Solution Based on Linux OS and Qualcomm QMB415 Platform
Prnewswire· 2026-03-05 19:39
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 ...
Is Big Tech the end of the road for automotive suppliers?
Yahoo Finance· 2026-03-05 12:14
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 ...
Could Qualcomm Stock Be the Best Data Center Investment Here?
Yahoo Finance· 2026-03-04 17:20
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 ...
把20亿参数装进胸针?高通补齐了个人AI生态的最后一块拼图
量子位· 2026-03-04 02:44
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 ...
Down 19% in 2026, Should You Buy the Dip in Qualcomm Stock?
Yahoo Finance· 2026-03-03 20:39
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 ...
Robots: AI's Real-World Champions
Etftrends· 2026-03-03 19:44
Robot]Looking for regular updates? [Subscribe here for weekly insights on robotics, AI, and healthcare technology, delivered straight to your inbox.]For more news, information, and analysis, visit our [Disruptive Technology Content Hub].vettafi.com is owned by VettaFi LLC ("VettaFi†). VettaFi is the index provider for the ROBO ETFs, for which it receives an index licensing fee. However, the ROBO ETFs are not issued, sponsored, endorsed, or sold by VettaFi. VettaFi and its affiliates have no obligation or ...
构建自主可控的集成电路产业体系
半导体行业观察· 2026-03-03 15:30
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 ...
Qualcomm CEO sees robotics as a 'larger opportunity' within 2 years
CNBC· 2026-03-03 06:13
Core Insights - Robotics is expected to become a significant opportunity for Qualcomm within the next two years, as stated by CEO Cristiano Amon [1][3] - Qualcomm has launched a robotics processor under the Dragonwing brand, aiming to create a versatile chipset for various robotics platforms, similar to its approach with smartphones [2][3] - The robotics market is projected to grow substantially, with McKinsey estimating a market size of $370 billion by 2040 and RBC Capital Markets forecasting a total addressable market for humanoid robots of $9 trillion by 2050 [4] Industry Trends - Advances in AI models are enhancing the functionality of robots, making them more useful and contributing to the bullish outlook on the robotics sector [5][6] - Robotics is a prominent theme at industry events like the Mobile World Congress, showcasing various types of robots, including humanoid models [6] - The potential market size for robotics is being discussed as a trillion-dollar opportunity, driven by the integration of physical AI technologies [6]
苹果基带,用了FD-SOI工艺
半导体行业观察· 2026-03-03 02:31
公众号记得加星标⭐️,第一时间看推送不会错过。 近期独立的拆解和技术分析证实,苹果最新款 iPhone 17 系列手机所搭载的 5G 毫米波天线模块采用 了先进的SOITEC全耗尽绝缘体上硅 (FD-SOI) 衬底技术。这一发现凸显了旗舰智能手机高频射频集 成技术的重大架构转变。 行业情报公司 Yole Group 和 TechInsights 近期对高通 QTM565 毫米波集成天线封装 (AiP) 模块进 行 了 详 细 拆 解 分 析 , 该 模 块 应 用 于 iPhone 17 、 iPhone 17 Pro 和 iPhone 17 Pro Max 中 。 根 据 TechInsights 的研究报告《高通 HG11-34443-2 (QTM565) FR2 收发前端芯片射频集成电路工艺分 析》,并经 Yole Group 的组件分析证实,高通 QTM565 模块采用了 GlobalFoundries 的 22FDX 射频工艺。该工艺的核心是 Soitec 提供的先进 FD-SOI 基板。 iPhone 17 系列中嵌入了相同的射频芯片,该芯片采用了 AiP 毫米波解决方案,凸显了 FD-SOI 基 ...
高通亮剑,擘画6G新蓝图
半导体行业观察· 2026-03-03 02:31
当5G仍在持续为无线应用注入动能,面向AI时代的下一代通信技术——6G,已成为全球产业瞩目 的焦点。在MWC 2026"智启新纪元"的主题下,行业讨论的核心正从单纯的速率提升,转向通信 与AI的深度融合。6G时代的到来,正在重塑网络升级的底层逻辑。 回顾过去几十年的发展,无线通信技术的演进,主要围绕传输速率、业务形态、时延优化和网络容 量展开。然而步入6G时代,行业的已逐步形成共识:我们所面对的,不再是"更快连接"的线性演 进,而是从"连接万物"迈向"智能万物"的范式跃迁。对此,高通的前瞻性判断是,通信网络正 从"数据管道"升级为"智能底座",成为承载个人智能体、具身智能以及千行百业数字化升级的关键 基础设施,真正融入AI时代的核心架构。 面向6G与AI融合所带来的机遇,作为无线通信技术的重要推动者,高通在今年MWC巴塞罗那给出 了他们的答案:不仅展示了6G前瞻研发成果、原型系统与关键技术验证进展,更以5G-Advanced 旗舰新品、Wi-Fi 8产品组合以及AI RAN全新特性组合,构建起覆盖多场景的连接能力矩阵。 深耕通信数十载, 高通率先布局面向AI时代的6G 高通在历代无线通信技术演进中,始终扮演着 ...