Key Takeaways QCOM is expanding in AI PCs, gaming, and automotive with new Snapdragon chipsets and platform launches.AMD benefits from rising EPYC processor demand, AI-driven cloud adoption, and a growing data center presence.QCOM shows better valuation metrics, while AMD leads in stock gains and projected 2025 revenue growth.Qualcomm Technologies Inc. (QCOM) and Advanced Micro Devices, Inc. (AMD) are premier chip manufacturing firms competing in the mobile, PC and data center markets, with a focus on AI (a ...

Core Viewpoint - Qualcomm Technologies, Inc. has expanded its Snapdragon G Series portfolio with next-generation gaming chipsets, addressing the evolving demands of modern gaming, including realistic visuals and immersive technologies like AR and VR [1][5]. Group 1: Product Launch and Features - The 2025 product lineup includes Snapdragon G3 Gen 3, Snapdragon G2 Gen 2, and Snapdragon G1 Gen 2 chips, designed to enhance gaming experiences [1]. - Snapdragon G1 Gen 2 supports cloud gaming on handheld Android devices, offering up to 1080p at 120 FPS, with 25% faster GPU and 80% faster CPU performance compared to its predecessor [2]. - Snapdragon G2 Gen 2 provides 3.8x GPU and 2.3x faster CPU performance than Snapdragon G2 Gen 1, enabling up to 144 FPS for cloud gaming and supporting WiFi 7 for improved connectivity [3]. - Snapdragon G3 Gen 3 features 28% faster graphics and 30% faster CPU capabilities compared to the previous generation, with support for WiFi 7 and advanced gaming technologies [4]. Group 2: Market Trends and Competitive Landscape - The gaming chipset market is expected to grow significantly due to advancements in AI, 5G, and immersive technologies, positioning Qualcomm to capitalize on this trend [5]. - Several manufacturers, including AYANEO, ONEXSUGAR, and Retroid Pocket, are adopting Snapdragon G Series platforms for their handheld gaming devices, indicating strong market interest [6]. - Qualcomm's focus on innovation is crucial for maintaining a competitive edge against industry leaders like NVIDIA, AMD, and Intel [7]. Group 3: Stock Performance - Qualcomm currently holds a Zacks Rank of 3 (Hold), with shares declining by 3.7% over the past year, contrasting with the industry's growth of 16.6% [8].