From Nasdaq: 2025-05-16 14:23:00

Qualcomm Technologies, Inc. introduces Snapdragon 7 Gen 4 Mobile Platform with 65% AI performance improvement, 30% faster GPU rendering, and Snapdragon Elite Gaming features for smoother gameplay. Leading OEMs like HONOR, vivo, and Realme have already selected the new platform for upcoming devices, offering advanced camera capabilities and seamless connectivity.

Qualcomm expands into AI domain with Snapdragon X chip for AI desktops and laptops. Partnerships with HUMAIN and Aramco Digital for AI data centers and edge AI industrial IoT devices drive growth. Automotive revenues rose 59% in Q2, 2025. Despite competition, Qualcomm’s innovation and diversification strategy show promise in high-growth verticals.

Samsung and Apple’s in-house chip development poses challenges for Qualcomm. Competition from MediaTek and Broadcom in mid-range smartphones and networks, respectively. Intel remains dominant in the PC market. Sino-U.S. trade hostilities could impact Qualcomm’s operations. QCOM shares have declined 21% in the past year, underperforming the industry growth.

Qualcomm aims to lead AI innovations beyond mobile chipsets. Diversification into automotive, industrial IoT, data center, and edge AI domains. Competition and client in-house chip development pose risks. High exposure to China’s demanding environment is a concern. Investors should trade cautiously. Zacks Rank #3 (Hold) for Qualcomm.

Zacks Investment Research names Qualcomm as the driving force in AI innovations, with the potential to capitalize on the growing semiconductor market. A top chip stock with strong earnings growth. Positioned to meet the demand for AI, Machine Learning, and IoT. Semiconductor manufacturing projected to grow significantly by 2028.



Read more at Nasdaq: QCOM Unveils Advanced Snapdragon 7 Chipset: Should You Buy the Stock?