Qualcomm, Tata Electronics Join Hands To Manufacture Automotive Modules In India
Qualcomm Technologies and Tata Electronics have announced a collaboration to manufacture Qualcomm Automotive Modules in India. Tata Electronics will use its new OSAT facility in Jagiroad, Assam, to produce technologies for digital cockpits, infotainment, connectivity, and intelligent vehicle systems. This partnership supports the "Make in India" initiative and aims to enhance supply chain diversification for both Indian and global automakers.
Semtech unveils 5G modules at MWC 2025
Semtech has introduced new 5G and LPWA modules at MWC 2025 and Embedded World. The new 5G modules, EM9492 and EM9295, aim to meet both high-performance and cost-optimized 5G requirements, featuring Qualcomm's X85 and X61 modem-RF platforms respectively. Additionally, Semtech announced samples of its HL781x LPWA modules with Skylo Connectivity and the network certification of its HL7900 5G LPWA module with KDDI in Japan.
Why invest in emerging markets?
Emerging markets delivered strong returns in the past year, outperforming developed markets, and are expected to continue this trend due to favorable valuations, a weakening US dollar, and more shareholder-friendly policies. Asian companies are particularly poised to benefit from AI spending, and a weaker dollar will reduce EM funding costs and attract capital. Additionally, many EM authorities are implementing governance reforms, such as Korea's "value-up programme," to attract foreign investment.
Morgan Stanley Warns QUALCOMM Incorporated (QCOM) Upside Largely Priced In at Current Levels
Morgan Stanley has resumed coverage of QUALCOMM Incorporated (QCOM) with an Underweight rating and a $132 price target, cautioning that the stock's upside is largely priced in and foreseeing difficulties for Android smartphones in late 2026 due to memory constraints. Separately, Qualcomm announced it would invest up to $150 million in Indian deep tech and AI firms through its Strategic AI Venture Fund. The company is highlighted as a semiconductor leader crucial for the metaverse, but analysts suggest other AI stocks may offer better upside with less risk.
Google stock (GOOG) jumps after Supreme Court tariff ruling as traders brace for Nvidia earnings
Alphabet's Class C shares (GOOG) jumped 3.7% in after-hours trading following a Supreme Court decision to toss out U.S. tariffs and new AI product announcements. The company's stock performance is also influenced by its significant capital expenditure on AI infrastructure, with investors looking to upcoming Nvidia earnings for broader AI market insights. Analysts are divided on whether current high valuations for AI-related stocks are sustainable, given the substantial investments required.
President & CEO of Qualcomm Inc. Meets PM
The President & CEO of Qualcomm Inc., Cristiano R. Amon, met with Prime Minister Narendra Modi to discuss collaboration between Qualcomm and Indian innovators/startups in AI and other futuristic technologies. They also focused on working together in the semiconductor and chip manufacturing sectors. PM Modi highlighted India's robust ecosystem of innovators and startups.
Exclusive: Qualcomm Hires AMD PC Exec To Lead Global Compute Sales
Qualcomm has hired Jason Banta, a long-time AMD executive who led its CPU business with PC vendors, to be its vice president of global compute sales. This strategic move comes as Qualcomm aims to strengthen its position in the PC market with its Snapdragon X Series processors, following the recent departure of two key channel leaders. Banta's role will involve overseeing Qualcomm's global compute sales across consumer and commercial channels, underscoring the company's commitment to its channel partners and its efforts to compete with Intel and other rivals.
TTM Technologies Stock Pops on Earnings Beat: Is the Upside Just Starting?
TTM Technologies Inc. (NASDAQ: TTMI) recently reported stronger-than-expected earnings, raised its outlook, and signaled stabilizing demand in high-reliability electronics, yet its stock valuation remains conservative compared to peers. The company, a manufacturer of printed circuit boards, benefits from themes like defense spending, AI infrastructure, and electrification, positioning it well within the US investor ecosystem. Despite a positive market reaction, analysts believe the stock may still be undervalued, suggesting potential for further upside as a "picks and shovels" play in the tech sector.
Lam Research Appoints Ita Brennan and Mark Fields to Board of Directors
Lam Research Corp. (NASDAQ: LRCX) announced the appointment of Ita Brennan and Mark Fields to its board of directors, effective August 30, 2024. Ita Brennan brings extensive financial management experience in the technology industry, having served as CFO for several companies and currently sitting on other prominent boards. Mark Fields contributes decades of executive-level business acumen from diverse industries, including his tenure as President and CEO of Ford Motor Company, and currently serves on multiple boards.
Semiconductor Assembly and Testing Services (SATS) Market Is Going to Boom |• ASE Technology Holding Co. Ltd. • Amkor Technology Inc
Worldwide Market Reports has released a comprehensive research study on the Semiconductor Assembly and Testing Services (SATS) Market, forecasting its growth from 2026 to 2033. The report, developed using primary and secondary research, details key market drivers, challenges, opportunities, and competitive landscapes, including profiles of major players like ASE Technology Holding Co. Ltd. and Amkor Technology Inc. It also segments the market by types and applications, and provides regional analysis to guide stakeholders and investors.
Tata Electronics Partners with Qualcomm for Automotive Modules Manufacturing
Tata Electronics is partnering with Qualcomm to manufacture automotive modules in India, leveraging its new $3 billion semiconductor assembly and test facility in Jagiroad. This collaboration supports the "Make in India" initiative and aims to meet the growing demand for advanced automotive technologies like digital cockpits and intelligent vehicle systems. This partnership also integrates Tata Electronics into Qualcomm's global manufacturing network, enhancing its market position in the automotive sector.
INSEEGO CORP. SEC 10-K Report
Inseego Corp. has released its 2025 10-K report, revealing a 13.1% decrease in total revenues to $166.2 million, largely due to reduced sales in mobile solutions, though gross profit margin improved to 42.7%. The report details the company's focus on cloud-managed wireless WAN and 5G solutions, strategic initiatives like divestitures and debt restructuring, and challenges including reliance on key customers and supply chain risks. Inseego aims for profitable operations, positive cash flow, and expansion into enterprise and SMB markets.
Teradyne (TER) NASDAQ $315.90 pre-mkt Feb 20 2026: AI demand could lift guidance
Teradyne (TER) stock is trading at $315.90 pre-market, driven by stronger-than-expected Q4 results and bullish Q1 2026 guidance linked to AI chip demand, despite a high valuation. Meyka AI rates TER with a "BUY" score of 76.48, though short-term forecasts suggest potential consolidation. Analysts generally hold a "Moderate Buy" consensus, with a wide range of price targets reflecting the stock's growth prospects alongside its valuation risks.
What Could Rocket Advanced Micro Devices Stock to New Heights
Advanced Micro Devices (AMD) stock has a history of significant rallies, and several upcoming catalysts could drive its shares to new highs. These catalysts include unlocking data center AI revenue through an OpenAI deployment, accelerating data center margin inflection, and transforming its embedded design win backlog into revenue. Despite these opportunities, the stock faces risks such as execution delays, legal liabilities, data center margin compression, and historical market volatility.
Qualcomm, Tata Electronics to manufacture Qualcomm Automotive Modules in India
Qualcomm Technologies and Tata Electronics have signed a pact for Tata Electronics to manufacture Qualcomm Automotive Modules in Assam, India. This collaboration aims to localize production of automotive technologies for digital cockpits, infotainment, connectivity, and intelligent vehicle systems, supporting both Indian and global automakers. Tata Electronics will join Qualcomm's global network of module manufacturing partners, enhancing supply chain flexibility and geographic diversification, aligned with the 'Make in India' initiative.
Alkami Technology Stock To $12?
Alkami Technology (ALKT) stock has dropped significantly by 25.6% in less than a month, falling from $22.41 to $16.67. Trefis suggests the stock could fall further, possibly to $12, citing historical data where similar sharp dips often led to negative median returns for the subsequent 12-month period. Despite these concerns, ALKT passes basic financial quality checks regarding revenue growth, profitability, and cash flow.
Qualcomm and Tata Electronics partner to manufacture Qualcomm Automotive Modules in India
Qualcomm Technologies and Tata Electronics have announced a partnership to manufacture Qualcomm Automotive Modules in India at Tata's new OSAT facility in Jagiroad, Assam. This collaboration integrates Tata Electronics into Qualcomm's global manufacturing network, aiming to boost local production for digital cockpits, infotainment, connectivity, and intelligent vehicle systems. The initiative will address rising demand from both Indian and global automakers, enhancing supply chain flexibility and geographic diversification for automotive technologies.
Qualcomm and Tata Electronics Partner to Manufacture Qualcomm Automotive Modules in India
Qualcomm Technologies and Tata Electronics have announced a partnership for Tata Electronics to manufacture Qualcomm Automotive Modules in India. This collaboration supports India's "Make in India" initiative and global supply chain diversification, aiming to produce automotive technologies for digital cockpits and intelligent vehicle systems at Tata Electronics' new OSAT facility in Assam. The partnership will help streamline design, accelerate development for automakers, and enhance supply chain resilience by locally producing these critical components.
Qualcomm Partners with Anusandhan National Research Foundation to Advance India’s Mission-Driven Research
Qualcomm Technologies, Inc. has announced a strategic collaboration with India's Anusandhan National Research Foundation (ANRF) to bolster India's research capabilities. Qualcomm will contribute up to ₹90 crore over five years to support ANRF's mission-driven research in priority technology areas like AI systems, advanced wireless technologies, and next-generation computing. This partnership aims to position India as a global hub for advanced research and innovation.
Qualcomm Commits Up To $150 Million for Strategic AI Venture Fund in India
Qualcomm has announced a commitment of up to $150 million for a new Strategic AI Venture Fund in India, aimed at supporting the country's growing technology and AI startup ecosystem. The investments, deployed through Qualcomm Ventures, will focus on AI applications in automotive, IoT, robotics, and mobile, reinforcing Qualcomm's dedication to advancing edge AI. This initiative aligns with Qualcomm CEO Cristiano Amon's participation in the India AI Impact Summit and builds on Qualcomm's long-standing investment history in India's startup community since 2007.
Qualcomm CEO Thinks India Could Be A Foundry Destination, Calls For Diversified Semiconductor Supply Chain: Report
Qualcomm CEO Cristiano Amon believes India could become a significant hub for semiconductor foundries, advocating for a diversified global semiconductor supply chain. He highlighted Qualcomm's substantial R&D presence in India, where even 2-nanometer chips are designed, and noted that many of their customers are considering manufacturing products in the country. Amon emphasized the global need for more semiconductor manufacturing, including both cutting-edge and legacy nodes.
QUALCOMM Back in the Untethered Trailer Tracking Business
QUALCOMM Inc. has commercially released its T2 Untethered TrailerTRACS Asset Management Solution, re-entering the untethered trailer tracking market after a three-year hiatus. The new system uses digital cellular as its primary communication mode, with analog cellular as a backup, and has been committed for installation on 48,000 trailers by Schneider National. This advanced satellite/cellular system provides rapid-status visibility into trailer locations, operational events, and vehicle position reporting for improved fleet utilization and security.
Qualcomm to invest up to $150 Million for strategic AI Venture Fund in India
Qualcomm has announced plans to invest up to $150 million in India's technology and AI startup ecosystem through its venture arm, Qualcomm Ventures. The investments will target startups at all stages, with a key focus on AI applications in automotive, IoT, robotics, and mobile. This initiative aims to support India's vibrant innovation landscape and advance edge AI, building on Qualcomm's existing commitments and expertise in the region.
Qualcomm Commits $150 Million to Boost India’s AI Startup Ecosystem
Qualcomm has announced a commitment of up to $150 million to invest in India's technology and artificial intelligence startup ecosystem through its venture capital arm, Qualcomm Ventures. This investment aims to support companies focusing on AI for automotive, IoT, robotics, and mobile technologies, reinforcing Qualcomm's strategic positioning in the rapidly growing edge AI segment in India. The move comes as other global tech giants like Nvidia, Microsoft, Google, and Intel are also increasing their investments in India's AI landscape.
Recurrent Energy Signs Power Purchase Agreement With Qualcomm in Spain
Recurrent Energy, a subsidiary of Canadian Solar Inc., has signed a Power Purchase Agreement (PPA) with Qualcomm Incorporated. Under this agreement, Recurrent Energy will supply renewable energy from a newly developed solar photovoltaic (PV) project in Spain to Qualcomm. The project is anticipated to create over 300 jobs during construction and provide long-term employment opportunities, while Recurrent Energy will maintain ownership and operational control.
Qualcomm vs. Sanmina: Which Tech Stock is the Better Buy Now?
This article compares Qualcomm (QCOM) and Sanmina (SANM) as potential tech stock investments. While Qualcomm faces challenges with handset revenue and competition despite its AI initiatives, Sanmina is benefiting from its 42Q connected manufacturing and end-to-end solutions. Based on Zacks estimates for fiscal 2026, price performance, and valuation, Sanmina is deemed the better buy with a Strong Buy rating from Zacks.
British Consumer Association Withdraws Competition Claim Against Qualcomm
A British consumers' organization, Which?, has withdrawn its competition claim against Qualcomm after concluding that the Competition Appeal Tribunal would likely find Qualcomm not at fault. The claim, filed in February 2021 on behalf of around 29 million British consumers, alleged that Qualcomm had breached UK competition law by charging inflated fees for technology licenses, which were then passed on to consumers as higher smartphone prices. Qualcomm welcomed the withdrawal, stating that it reaffirms judicial holdings that its licensing practices are lawful and do not harm competition.
Qualcomm Commits Up To $150 Million for Strategic AI Venture Fund in India
Qualcomm has announced a commitment of up to $150 million for a new Strategic AI Venture Fund in India. This fund, managed by Qualcomm Ventures, will target AI startups across various stages, focusing on automotive, IoT, robotics, and mobile sectors. The initiative reinforces Qualcomm's dedication to India's burgeoning technology ecosystem and its leadership in advancing edge AI globally.
Qualcomm’s Analysts Are Throwing in the Towel—Time to Be Brave?
Qualcomm's stock has plunged from over $180 to around $140, erasing two years of gains, amidst analyst downgrades and concerns about smartphone cycle growth. Despite the negative sentiment and reduced price targets from some firms, contrarian investors see a potential "buy-the-dip" opportunity due to the stock's extremely oversold RSI and strong support forming near $135. While the stock remains frustrating, some analysts still maintain bullish ratings, suggesting a possible recovery if the $135 support level holds.
Qualcomm's Analysts Are Throwing in the Towel-Time to Be Brave?
Shares of Qualcomm have significantly declined, prompting analysts to grow cautious, with some downgrading the stock amid concerns about its growth trajectory and exposure to the smartphone cycle. However, technical indicators suggest the stock is oversold, and some analysts maintain a bullish outlook, presenting a potential contrarian buying opportunity for investors willing to take a risk. The $135 level is identified as key support, with its ability to hold determining the stock's near-term direction.
Qualcomm’s Analysts Are Throwing in the Towel—Time to Be Brave?
Qualcomm (QCOM) shares have fallen significantly, currently trading just above $140 after reaching over $180 in early January, returning to 2020 price levels. This decline is fueled by weak guidance and concerns about the smartphone cycle, leading some analysts to downgrade the stock. However, its oversold technical conditions, recent price stabilization, and some analysts maintaining "Buy" ratings suggest a potential contrarian opportunity for investors willing to explore a cautiously bullish stance on the stock.
Visteon faces earnings test as chip shortage looms over 2026 By Investing.com
Visteon Corp. is preparing to report its fourth-quarter earnings, with analysts anticipating challenges due to an industry-wide semiconductor shortage, particularly in DRAM chips. Investors will be focused on the company's strategies to navigate rising input costs and secure new business, especially following its presence at the Consumer Electronics Show, as DRAM prices for automotive applications are projected to increase significantly in 2026. The company's ability to maintain its gross profit margin amidst subdued revenue growth will be critical for meeting earnings expectations.
Qualcomm vs. Sanmina: Which Tech Stock is the Better Buy Now?
This article compares Qualcomm (QCOM) and Sanmina (SANM) as investment opportunities in the tech sector. It delves into their competitive dynamics, financial estimates, and market performance, ultimately concluding that Sanmina is a better buy due to its projected growth, superior Zacks Rank, and lower valuation compared to Qualcomm.
Qualcomm To Deploy $150 Mn In India’s AI Startups, Backing 40+ Firms Since 2007 Across IoT, Robotics, Mobile
Qualcomm has announced a significant investment of up to $150 million in India's AI and tech startup ecosystem through its venture arm, Qualcomm Ventures. This funding will support startups focused on AI for automotive, IoT, robotics, and mobile technologies, building on Qualcomm's existing investments in over 40 Indian companies since 2007. The initiative was unveiled during CEO Cristiano Amon's participation in the India AI Impact Summit, emphasizing India's critical role in edge AI innovation.
US-based semiconductor company Qualcomm to invest $150 million in India's AI startup ecosystem
Qualcomm has announced a $150 million investment to bolster India's AI startup ecosystem through its venture capital arm, Qualcomm Ventures. The focus areas for investment include AI in automotive, IoT, robotics, and mobile, coinciding with CEO Cristiano Amon's participation in the India AI Impact Summit. This initiative deepens Qualcomm's almost two-decade presence in India, supporting the country's growing role in global AI innovation.
\'Double-dipping\' dispute over Qualcomm iPhone chips finally ends
A class-action lawsuit in the UK against Qualcomm, alleging "double-dipping" practices that inflated iPhone prices, has been abandoned. This dispute claimed Qualcomm charged Apple twice for radio chips—once for the chip and again for a patent license based on a percentage of the iPhone's price. Although Apple settled its own claims with Qualcomm in 2024, this independent lawsuit, brought on behalf of 29 million iPhone and Samsung owners seeking £480 million, had continued until now.
US-based semiconductor company Qualcomm to invest $150 million in Indian AI and tech startups
US semiconductor major Qualcomm Incorporated has announced a substantial investment of up to $150 million aimed at bolstering India's burgeoning technology and AI startup ecosystem. This move signifies Qualcomm's commitment to fostering innovation and growth within the Indian startup landscape, particularly in the artificial intelligence sector.
Ingalls & Snyder LLC Has $9.54 Million Stock Position in STMicroelectronics N.V. $STM
Ingalls & Snyder LLC increased its stake in STMicroelectronics (NYSE:STM) by 38.1% in the third quarter, bringing their total holdings to 337,427 shares valued at approximately $9.54 million. Despite this increased institutional interest, STMicroelectronics reported an EPS of $0.11, missing analyst estimates of $0.27, and currently holds a consensus "Hold" rating with a target price of $31.93 from analysts. Other institutional investors like ABC Arbitrage SA, Penserra Capital Management LLC, and Hardman Johnston Global Advisors LLC have also significantly increased their positions in the company.
Envestnet Asset Management Inc. Has $12.04 Million Stake in ARM Holdings PLC Sponsored ADR $ARM
Envestnet Asset Management Inc. significantly increased its stake in ARM Holdings PLC by 18.4% in the third quarter, bringing its total holdings to 85,107 shares valued at approximately $12.04 million. Other institutional investors also adjusted their positions in ARM, which currently holds a "Moderate Buy" consensus rating from analysts with an average price target of $160.81. Despite a high P/E ratio, ARM recently surpassed quarterly earnings and revenue estimates.
Qualcomm commits up to $150m for Strategic AI Venture Fund in India
Qualcomm has announced a commitment of up to $150 million for a Strategic AI Venture Fund in India, aimed at supporting the country's growing technology and AI startup ecosystem. These investments, made through Qualcomm Ventures, will target startups across various stages, with a specific emphasis on AI applications in automotive, IoT, robotics, and mobile. This initiative highlights Qualcomm's ongoing dedication to India's tech landscape and its leadership in advancing edge AI at a global scale.
Qualcomm To Invest $150 Mn In Indian AI Startups
Qualcomm plans to invest $150 million in India's technology and AI startup ecosystem through its investment arm, Qualcomm Ventures, via a new 'Strategic AI Venture Fund'. The fund will target startups across all stages, with a focus on edge AI and technologies for industrial applications like automotive, IoT, robotics, and mobile. This initiative coincides with the India AI Impact Summit, highlighting India's growing importance in the global AI landscape and aligns with the Indian IT Minister's announcement of a projected $200 billion in AI investments for the country within the next two years.
Qualcomm vs. Sanmina: Which Tech Stock is the Better Buy Now?
This article compares Qualcomm (QCOM) and Sanmina (SANM), two key players in the tech industry, to determine which is a better investment. While Qualcomm faces challenges from AI PC market competition and supply constraints, Sanmina benefits from its 42Q connected manufacturing and end-to-end solutions. Based on Zacks estimates, price performance, and valuation, Sanmina appears to be the superior pick with a "Strong Buy" rating compared to Qualcomm's "Strong Sell."
Qualcomm chief pledges $150mn fund for AI startups in India visit
Qualcomm CEO Cristiano Amon announced a $150 million venture capital fund dedicated to AI startups in India during his visit for the India AI Impact Summit. This fund, operated by Qualcomm Ventures, aims to support India's burgeoning AI ecosystem and foster innovation across various sectors. The announcement follows other significant investments in Indian AI, highlighting the growing private capital interest in the country's deep-tech sector.
Qualcomm commits up to $150 million for strategic AI venture fund in India - ET Edge Insights
Qualcomm has announced a commitment of up to $150 million for a strategic AI venture fund in India, aimed at supporting the country's growing technology and AI startup ecosystem. This investment, deployed through Qualcomm Ventures, will target startups across various stages, with a focus on AI applications in automotive, IoT, robotics, and mobile. The initiative highlights Qualcomm's dedication to India's tech landscape and its leadership in advancing edge AI globally.
Qualcomm to invest $150 million in startups in India
Qualcomm plans to invest up to $150 million in Indian startups through its Qualcomm Ventures arm, targeting the country's growing technology and AI ecosystem. The investments will specifically focus on AI applications in automotive, IoT, robotics, and mobile use cases. This initiative reinforces Qualcomm's long-standing commitment to India, where it has already backed over 40 companies since 2007.
TI to Acquire Silicon Labs, Plus Other News in the Semiconductor World
Texas Instruments is set to acquire Silicon Labs for $7.5 billion in cash, aiming to integrate wireless offerings with TI's manufacturing and distribution. This move is part of several semiconductor deals in early February, including SiTime’s acquisition of Renesas’s timing business, Infineon's purchase of Ams Osram's non-optical sensor portfolio, and Siemens' acquisition of Canopus AI for AI-based metrology. These acquisitions highlight a trend of larger platforms consolidating specialized technologies for IoT, automotive, industrial, and semiconductor manufacturing applications.
Cadence ChipStack AI Super Agent Targets Faster Design And Deeper Adoption
Cadence Design Systems has launched its ChipStack AI Super Agent, an AI-driven tool designed to automate chip design and verification processes. This solution, already adopted by major semiconductor clients like NVIDIA, Qualcomm, and Altera, aims to significantly increase design productivity and signals Cadence's deepening integration of AI into electronic design automation. Investors are watching to see if these productivity gains translate into broader adoption and increased revenue, while also considering competition and reliance on key customers.
The first automotive MCU with AI acceleration for edge intelligence from STMicroelectronics
STMicroelectronics has launched the Stellar P3E, the first automotive microcontroller (MCU) with integrated AI acceleration for edge intelligence in software-defined vehicles. This MCU, featuring the ST Neural-ART Accelerator, offers real-time AI efficiency, enabling advanced applications like virtual sensors and predictive maintenance. The Stellar P3E aims to reduce system complexity and cost while enhancing automotive safety and efficiency, with production slated for Q4 2026.
Qualcomm showcases Dragonwing IQ-10 Chip for humanoid robots at AI summit
Qualcomm unveiled its Dragonwing IQ-10 processor, specifically designed for robotics, at the India AI Impact Summit 2026 in New Delhi. The company demonstrated AI-powered humanoid robots, emphasizing a complete end-to-end robotics solution to accelerate the deployment of "physical AI" systems. Qualcomm is focusing on 10 priority tasks in logistics, manufacturing, and retail to speed up commercial adoption of these energy-efficient, modular robots.
Tower Semiconductor and Scintil Photonics Launch World's First DWDM Laser Sources for Next-Generation AI Infrastructure
Tower Semiconductor and Scintil Photonics have introduced the world's first heterogeneously integrated Dense Wavelength Division Multiplexing (DWDM) laser sources for AI infrastructure, leveraging Scintil’s SHIP™ technology on Tower's silicon photonics platform. This collaboration addresses the urgent demand for increased bandwidth density, lower latency, and reduced energy consumption in AI networking, particularly for Co-Packaged Optics (CPO). Their product, LEAF Light™, is designed for high-volume production to support hyperscalers and will be showcased at the OFC 2026 Conference.
