Qualcomm, Inc. is a leading technology company that specializes in designing and manufacturing semiconductors and telecommunications equipment. Known for its innovations in mobile broadband technology, Qualcomm develops advancements in wireless communication, particularly in the realms of 5G connectivity and mobile processors. The company plays a crucial role in enabling smartphones, tablets, and various connected devices with its chipsets and software solutions. Additionally, Qualcomm is involved in research and development to expand the capabilities of the Internet of Things (IoT) and automotive technology, driving the future of connectivity across different industries. Read More
Advanced Micro Devices (NASDAQ:AMD) has ignited a firestorm of investor optimism in the opening weeks of 2026, punctuated by a powerful 11% surge over the last five trading days. This technical breakout has propelled the stock past long-standing resistance levels, signaling that the semiconductor giant is no longer just
In a move that signals a fundamental shift in the architecture of artificial intelligence infrastructure, Arm Holdings plc (NASDAQ: ARM) has moved to acquire DreamBig Semiconductor, a specialized startup at the forefront of high-performance AI networking and chiplet-based interconnects. Announced in late 2025 and currently moving toward a final close in March 2026, the $265 [...]
As the artificial intelligence landscape shifts from the initial frenzy of model training toward the long-term sustainability of large-scale inference, Qualcomm (NASDAQ: QCOM) has officially signaled its intent to become a dominant force in the data center. With the unveiling of its 2026 and 2027 roadmap, the San Diego-based chipmaker is pivoting from its mobile-centric [...]
SANTA CLARA, CA — As of January 22, 2026, the global semiconductor landscape has officially shifted. Intel Corporation (NASDAQ: INTC) has confirmed that its long-awaited "Panther Lake" platform, the first consumer processor built on the cutting-edge Intel 18A process node, is now shipping to retail partners worldwide. This milestone marks the formal commencement of the [...]
Intel Corporation (NASDAQ:INTC) is entering its fourth-quarter 2025 earnings day with a level of momentum not seen in years. Following a massive 12% surge in share price on Wednesday, the semiconductor giant is set to report its results after the closing bell today, January 22, 2026. The rally, which
The personal computing landscape has reached a definitive tipping point as of January 22, 2026. What began as a experimental "AI PC" movement two years ago has blossomed into a full-scale architectural revolution, with over 55% of all new PCs sold today carrying high-performance Neural Processing Units (NPUs) as standard equipment. This week’s flurry of [...]
At the 2026 Consumer Electronics Show (CES) in Las Vegas, Advanced Micro Devices, Inc. (NASDAQ: AMD) officially unveiled its Ryzen AI 400 series, a breakthrough in the evolution of the “AI PC” that transitions local artificial intelligence from a luxury feature to a mainstream necessity. Codenamed "Gorgon Point," the new silicon lineup introduces the industry’s [...]
As of January 21, 2026, the global semiconductor landscape has reached a historic inflection point. Long considered a niche experimental architecture for microcontrollers and academic research, RISC-V has officially transitioned into a high-performance powerhouse, aggressively seizing market share from Arm Holdings (NASDAQ: ARM) in the lucrative data center and automotive sectors. The shift is driven [...]
The recently concluded CES 2026 in Las Vegas will be remembered as the moment the artificial intelligence revolution stepped out of the chat box and into the physical world. Officially heralded as the "Year of Physical AI," the event marked a historic pivot from the generative text and image models of 2024–2025 toward embodied systems [...]
Taiwan Semiconductor Manufacturing Company (NYSE:TSM) has officially ushered in the next era of computing, confirming that its 2nm (N2) process node has reached high-volume manufacturing (HVM) as of January 2026. This milestone represents more than just a reduction in transistor size; it marks the company’s first transition to Nanosheet Gate-All-Around (GAA) architecture, a fundamental shift [...]
The long-heralded "third pillar" of computing has officially arrived. As of January 2026, the semiconductor industry is witnessing a seismic shift as RISC-V, the open-source instruction set architecture (ISA), transitions from a niche academic project to a dominant force in the global AI infrastructure. Driven by a desire for "technological sovereignty" and the need to [...]
The dust has settled on CES 2026, and the verdict from the tech industry is unanimous: we have officially entered the Year of Physical AI. For the past three years, artificial intelligence was largely a "cloud-first" phenomenon—a digital brain trapped in a data center, accessible only via an internet connection. However, the announcements in Las [...]
Qualcomm Incorporated (NASDAQ: QCOM) today announced that it will publish the Company’s financial results for its first quarter of fiscal 2026 on Wednesday, February 4, 2026, after the close of the market on the Company’s Investor Relations website, at https://investor.qualcomm.com/financial-information. The earnings release will also be furnished to the Securities and Exchange Commission (SEC) on a Form 8-K, which will be available on the SEC website at http://www.sec.gov.
A number of stocks fell in the afternoon session after rising geopolitical tensions between the US and Europe over control of Greenland sparked a broad, risk-off mood in asset markets.
As TSMC ramps up spending, this article explores why CEO C.C. Wei is closely monitoring AI demand and the $56 billion ‘disaster’ the company is determined to avoid in 2026.
