Group 1 - Qualcomm Incorporated (NASDAQ:QCOM) is recognized as one of the best semiconductor stocks with significant upside potential, particularly in the 5G chipset and intellectual property markets [1][2] - QCraft has established its European headquarters in Germany and has partnered with Qualcomm to accelerate the deployment of next-generation intelligent driving solutions on the Snapdragon Ride™ platform [1][2] - Morningstar analysts predict that Qualcomm's licensing business (QTL) and chip business (QCT) will continue to generate strong cash flow, reinforcing the company's narrow moat rating and market leadership [2][3] Group 2 - Apple's transition to its own baseband chips is seen as a medium- to long-term challenge for Qualcomm, but it is not expected to be a fatal issue due to Qualcomm's anticipated growth in the automotive and Internet of Things semiconductor markets [3] - Despite facing government investigations and customer backlash, Qualcomm's QTL is expected to maintain a steady flow of high-margin royalties in the future, contributing to its status as a stock with significant upside [3]