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Qualcomm Shifts Focus from Smartphones to AI and Data Centers Amid Revenue Decline

AI News

Qualcomm Shifts Focus from Smartphones to AI and Data Centers Amid Revenue Decline

Analysis: Qualcomm's AI server CPU ambitions gain urgency as smartphone slump threatens its core business

DIGITIMES

Analysis: Qualcomm's AI server CPU ambitions gain urgency as smartphone slump threatens its core business

Qualcomm's weakening smartphone business is accelerating its transformation into an AI infrastructure supplier, with custom accelerators, server CPUs, and optical connectivity emerging as growth...

Qualcomm's September-quarter revenue falls 8% as handset slump outweighs automotive gains

DIGITIMES

Qualcomm's September-quarter revenue falls 8% as handset slump outweighs automotive gains

Qualcomm's fiscal fourth quarter showed a company whose growth now comes almost entirely from outside the smartphone, but not yet at a scale that can offset a shrinking handset business. Revenue...

Qualcomm is betting big on data centers as smartphone sales sink

The Verge

Qualcomm is betting big on data centers as smartphone sales sink

With smartphone sales tanking by around 20 percent compared to 2025, Qualcomm is looking to data centers to help boost its bottom line. During its Q4 2026 earnings call, the company laid out its...

The chips are down: Qualcomm falls on revenue miss, weak guidance; Arm and GlobalFoundries do little better

SiliconANGLE

The chips are down: Qualcomm falls on revenue miss, weak guidance; Arm and GlobalFoundries do little better

Chipmakers Qualcomm Inc., Arm Holdings Ltd. and GlobalFoundries Ltd. struggled to move the needle today after reporting financial results that clearly left investors wanting more.After an...

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