| QUALCOMM Incorporated (QCOM) is Attracting Investor Attention: Here is What You Should Know |
Qualcomm (QCOM) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects. |
zacks.com |
2025-05-16 14:05:19 |
Czytaj oryginał (ang.) |
| Top 2 stocks that will benefit the most from a US-China trade deal |
US stocks have been reclaiming some of their lost ground in recent sessions after the Trump administration and President Xi's office agreed to pause reciprocal tariffs on each other's products for 90 days. The world's largest economies will be working on reaching a broader, more permanent agreement during this three-month period. |
invezz.com |
2025-05-14 18:37:07 |
Czytaj oryginał (ang.) |
| Qualcomm Is 5x Cheaper Than AMD, but Won't Be for Long |
Qualcomm Inc. NASDAQ: QCOM closed at its highest level in more than a month on Monday night, continuing a solid recovery from its post-earnings dip two weeks ago. |
marketbeat.com |
2025-05-13 14:57:15 |
Czytaj oryginał (ang.) |
| The Big 3: QCOM, CTSH, FLEX |
@ProsperTradingAcademy's Mike Shorr says the U.S. and China tariff pause was "too easy." He's watching for a potential stock pullback on any negative headlines following the announcement. |
youtube.com |
2025-05-12 16:30:08 |
Czytaj oryginał (ang.) |
| UK takeover panel gives Qualcomm till May 27 to make a bid for Alphawave |
British semiconductor company Alphawave IP Group on Monday said the UK takeover panel had extended the deadline for a takeover offer by U.S. chipmaker Qualcomm to May 27. |
reuters.com |
2025-05-12 06:19:06 |
Czytaj oryginał (ang.) |
| 2 Artificial Intelligence (AI) Stocks That Look Undervalued in Today's Market |
The artificial intelligence (AI) boom is still in full swing, and experts agree that most of its shareholder value creation still lies ahead. It's like the internet in the early 2000s, personal computers in the 1980s and 1990s, or gas-powered cars replacing horse-drawn carriages long before that. |
fool.com |
2025-05-09 15:31:00 |
Czytaj oryginał (ang.) |
| Why Cadence Design Systems Rallied 17.1% in April |
Shares of semiconductor software design firm Cadence Design Systems (CDNS 0.75%) rallied 17.1%, according to data from S&P Global Market Intelligence. Cadence makes the electronic design automation software that chipmakers use to design chips. In addition, Cadence also has two other smaller but very high-growth segments in chip IP blocks, which chip designers can easily incorporate into their own designs, as well as overall system design and analysis software. While there was a lot of concern for tech stocks and specifically semiconductor stocks following April 2 "Liberation Day," Cadence reported strong Q1 earnings toward the end of the month and raised its full-year guidance. Moreover, management said it wasn't seeing any tariff-related change in customer behavior three weeks after April 2. In the first quarter, Cadence reported revenue growth of 23.1% to $1.24 billion, meeting expectations, and adjusted non-GAAP (adjusted) earnings per share grew 34.2% to $1.57, coming in ahead of expectations. However, perhaps more important was that Cadence actually increased its revenue guidance for the full year to 12% growth at the midpoint, and $6.78 in adjusted EPS at the midpoint. Coming off of April 2, many had feared the worst, especially for chip companies. However, CEO Anirudh Devgan noted Cadence hadn't noticed any change in its customers' behavior, saying: More and more companies are designing their own proprietary chips for various use cases to drive differentiation, whether it's the cloud providers or even new AI start-ups designing their own AI accelerators, or existing chip giants such as smartphone chipmaker Qualcomm trying to penetrate new verticals such as autos and PCs in order to diversify, for instance. Even though Cadence's customers operate in a cyclical industry, given that custom chipmaking is usually a major strategic goal and it can take years for new designs to come to fruition, the research and development behind custom chipmaking going to Cadence is unlikely to get cut, even in a bad economy. Given its lower-risk, double-digit growth outlook, it's no wonder Cadence now trades at over 45 times this year's adjusted earnings estimates. That's certainly not cheap, but it is perhaps a fitting valuation for a company that has delivered low to mid-teens growth and margin expansion every year for the past six years. In the age of AI, investors should probably expect great growth and margins for Cadence, and it should perform well over the long term. That being said, it may be hard for the stock to garner significant upside in the near-term, given its fairly full valuation. |
https://www.fool.com |
2025-05-08 14:07:00 |
Czytaj oryginał (ang.) |
| Why Qualcomm (QCOM) is a Top Momentum Stock for the Long-Term |
The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage. |
zacks.com |
2025-05-07 14:55:44 |
Czytaj oryginał (ang.) |
| I Update My Buy Recommendation for Qualcomm Stock |
Qualcomm (QCOM -0.21%) provided critical insights that investors will not want to miss. |
fool.com |
2025-05-06 13:30:00 |
Czytaj oryginał (ang.) |
| Microsoft launches lower-priced AI laptops with Qualcomm chips |
Microsoft on Tuesday said it will release a new laptop and tablet with chips from Qualcomm at lower prices than before, aiming to get new AI features to a broader set of customers. |
reuters.com |
2025-05-06 13:02:18 |
Czytaj oryginał (ang.) |
| Qualcomm: Analyst Opinions Split, But Upside Potential Remains |
Shares are still down around 6% from where they were before last week's report, despite the company beating analyst expectations on both headline figures. |
marketbeat.com |
2025-05-06 11:02:12 |
Czytaj oryginał (ang.) |
| QUALCOMM Incorporated (QCOM) Is a Trending Stock: Facts to Know Before Betting on It |
Zacks.com users have recently been watching Qualcomm (QCOM) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects. |
zacks.com |
2025-05-05 14:05:51 |
Czytaj oryginał (ang.) |
| 5G NTN Backhaul Market Forecast Report (2025-2030) | Key Players in Focus: Qualcomm, Gatehouse Satcom, MediaTek, Samsung, and More |
The 5G NTN Backhaul Market is set to expand at a CAGR of 20.36%, reaching $2.49 billion by 2030, propelled by the rising adoption of 5G and IoT technology. Regions like North America, especially the U.S., are expected to lead this growth due to advancements in satellite technology. The report covers detailed market insights, competitive landscapes, future trends, and offers actionable recommendations for businesses, aiding in market entry strategies and geographical expansion. The 5G NTN Backhaul Market is set to expand at a CAGR of 20.36%, reaching $2.49 billion by 2030, propelled by the rising adoption of 5G and IoT technology. Regions like North America, especially the U.S., are expected to lead this growth due to advancements in satellite technology. The report covers detailed market insights, competitive landscapes, future trends, and offers actionable recommendations for businesses, aiding in market entry strategies and geographical expansion. |
globenewswire.com |
2025-05-02 12:33:00 |
Czytaj oryginał (ang.) |
| Qualcomm Q2: Growing Non-Handset Business Is Encouraging |
I reiterate a Buy rating for Qualcomm Incorporated with a fair value of $168 per share, driven by strong revenue and profit growth. Qualcomm's X85 modem launch and expansion into non-handset markets, including AI, automotive, and IoT, support its growth trajectory. The company's strategic acquisitions and investments in AI and XR technologies are expected to bolster QCOM's market position and revenue streams. |
seekingalpha.com |
2025-05-01 17:44:10 |
Czytaj oryginał (ang.) |
| Qualcomm Q2 Earnings Beat Estimates on Solid Revenue Growth |
QCOM reports higher revenues year over year in the fiscal second quarter, backed by healthy demand trends in several markets. |
zacks.com |
2025-05-01 14:40:53 |
Czytaj oryginał (ang.) |
| QCOM Earnings Sell-Off, CVS Turnaround Continues, LLY Disappoints |
While Microsoft (MSFT) and Meta Platforms (META) shined in the Big Tech space, Diane King Hall turns to a mixed earnings picture elsewhere on Wall Street. CVS Health (CVS) posted an earnings beat, raised guidance, and announced a Wegovy deal with Novo Nordisk (NVO), all contributing to its rally. |
youtube.com |
2025-05-01 14:30:06 |
Czytaj oryginał (ang.) |
| Qualcomm shares fall on weaker revenue guidance |
Qualcomm Inc (NASDAQ:QCOM, ETR:QCI) shares fell almost 8% in early trade on Thursday as weak guidance drew focus from better-than-expected results for the fiscal second quarter. The company projected fiscal third quarter revenue between $9.9 billion and $10.7 billion, at the midpoint of $10.3 billion below Wall Street estimates of $10.34 billion. |
proactiveinvestors.com |
2025-05-01 13:58:59 |
Czytaj oryginał (ang.) |
| Qualcomm's Earnings: 2 Reasons to Buy, 1 to Stay Away |
Qualcomm Inc. NASDAQ: QCOM added more than 1% in Wednesday's session, continuing its rebound from multi-year lows earlier this month. The stock has now rallied more than 20% in just three weeks, as optimism built heading into the company's Q2 earnings report last night. |
marketbeat.com |
2025-05-01 13:12:16 |
Czytaj oryginał (ang.) |
| Qualcomm, Confluent, Pilgrim's Pride And Other Big Stocks Moving Lower In Thursday's Pre-Market Session |
U.S. stock futures were higher this morning, with the Dow futures gaining around 300 points on Thursday. |
benzinga.com |
2025-05-01 12:20:23 |
Czytaj oryginał (ang.) |
| Qualcomm's revenue diversification could drive stock higher, says JPM analyst |
Qualcomm Inc's (NASDAQ: QCOM) commitment to diversify its revenue beyond smartphone demand will help unlock significant upside in its stock price moving forward, says Samik Chatterjee, a senior JPM analyst. Qualcomm reported better-than-expected earnings for its fiscal second quarter last night but issued cautious guidance for the future. |
invezz.com |
2025-05-01 06:42:06 |
Czytaj oryginał (ang.) |
| How Qualcomm Is Turning Successful Product Launches Into Revenue Increases |
Qualcomm (QCOM -1.20%) has launched several successful products in recent quarters, helping it gain market share across its categories. |
fool.com |
2025-02-27 12:36:30 |
Czytaj oryginał (ang.) |
| Why Qualcomm (QCOM) is a Top Growth Stock for the Long-Term |
Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service. |
zacks.com |
2025-02-26 12:45:26 |
Czytaj oryginał (ang.) |
| What's Going On With Qualcomm Stock? |
I have had Qualcomm (QCOM 0.04%) stock rated as a buy for over a year, and the company's prospects continue improving. |
fool.com |
2025-02-25 12:37:59 |
Czytaj oryginał (ang.) |
| Great News for Qualcomm Stock Investors |
Qualcomm (QCOM 0.30%) is winning market share in several massive industries with new product innovations. |
fool.com |
2025-02-25 12:23:30 |
Czytaj oryginał (ang.) |
| Qualcomm Unveils Dragonwing To 'Articulate The Value Proposition For Customers' |
Technology giant Qualcomm Inc QCOM unveiled a new name for a portion of its brand portfolio that operates outside of Snapdragon. |
benzinga.com |
2025-02-25 11:00:11 |
Czytaj oryginał (ang.) |
| Why Is Everyone Talking About Qualcomm Stock? |
Qualcomm (QCOM -2.62%) had several successful product launches last year, and investors are excited about its prospects. |
fool.com |
2025-02-25 09:15:00 |
Czytaj oryginał (ang.) |
| Is Trending Stock QUALCOMM Incorporated (QCOM) a Buy Now? |
Qualcomm (QCOM) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects. |
zacks.com |
2025-02-21 12:05:34 |
Czytaj oryginał (ang.) |
| Apple reveals first custom modem chip, shifting away from Qualcomm |
Apple on Wednesday revealed its first custom-designed modem chip that will help connect iPhones to wireless data networks, a move that will make the company less reliant on chips from Qualcomm that also power its Android rivals. |
reuters.com |
2025-02-19 13:02:36 |
Czytaj oryginał (ang.) |
| Qualcomm Stock's Setup Is Attractive (Technical Analysis) |
The technicals are currently net positive, with the majority of indications showing strength is likely moving forward. Fundamentals are overall strong, but guidance was a bit mixed as revenue growth and adjusted EPS growth rates are expected to slow. The stock still seems undervalued, however, as the massive P/E ratio discount to peers seems unwarranted due to Qualcomm's strong position in edge AI. |
seekingalpha.com |
2025-02-16 01:02:49 |
Czytaj oryginał (ang.) |
| Qualcomm: Portable AI Is Here |
Qualcomm's recent earnings report shows strong growth, despite some market pessimism, highlighting the company's potential in portable AI and edge computing. Portable AI, driven by models like DeepSeek, positions QCOM to benefit from increased demand for AI chips in smartphones and IoT devices. The Company's valuation is attractive, with a forward P/E ratio significantly below the sector median, suggesting a potential upside of around 25.88%. |
seekingalpha.com |
2025-02-14 02:44:40 |
Czytaj oryginał (ang.) |
| Qualcomm: Moving Beyond Apple |
Qualcomm Incorporated is rapidly diversifying beyond handsets, targeting $22 billion in non-handset revenue by 2029, driven by AI, automotive, and IoT segments. Apple's shift to in-house modems poses risks, but Qualcomm's diversified growth in AI PCs, smart glasses, and automotive sectors offsets potential losses. QCOM stock is undervalued, trading at ~15x FY25 EPS, with strong cash flows enabling share repurchases and a 2% dividend yield. |
seekingalpha.com |
2025-02-12 22:00:25 |
Czytaj oryginał (ang.) |
| Future of A.I. Chips on Employment, QCOM Undervalued, "Don't Bet Against" INTC |
Olivier Blanchard notes rockiness in the chip trade but expects it to smooth out with the world's growing reliance on A.I. He anticipates companies to use the technology in ways that improve employee efficiency. |
youtube.com |
2025-02-12 17:44:56 |
Czytaj oryginał (ang.) |
| Here's Why Qualcomm (QCOM) is a Strong Momentum Stock |
The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage. |
zacks.com |
2025-02-11 12:56:31 |
Czytaj oryginał (ang.) |
| Qualcomm (QCOM) Recently Broke Out Above the 20-Day Moving Average |
Qualcomm (QCOM) reached a significant support level, and could be a good pick for investors from a technical perspective. Recently, QCOM broke through the 20-day moving average, which suggests a short-term bullish trend. |
zacks.com |
2025-02-11 12:35:23 |
Czytaj oryginał (ang.) |
| Here Is My Top Artificial Intelligence (AI) Stock to Buy Right Now |
As most informed artificial intelligence (AI) stock investors know, not all of these investments are multibaggers. In fact, some have struggled to outperform the S&P 500 during specified time periods. |
fool.com |
2025-02-11 06:07:00 |
Czytaj oryginał (ang.) |
| QCOM vs. MSI: Which Stock Should Value Investors Buy Now? |
Investors with an interest in Wireless Equipment stocks have likely encountered both Qualcomm (QCOM) and Motorola (MSI). But which of these two stocks is more attractive to value investors? |
zacks.com |
2025-02-10 14:46:21 |
Czytaj oryginał (ang.) |
| Should QCOM Stock Be in Your Portfolio Post Solid Q1 Earnings? |
With solid fundamentals and healthy revenue-generating potential driven by robust demand trends for AI chips, QCOM appears to be a solid investment proposition. |
zacks.com |
2025-02-10 12:12:26 |
Czytaj oryginał (ang.) |
| QUALCOMM Incorporated (QCOM) is Attracting Investor Attention: Here is What You Should Know |
Qualcomm (QCOM) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock. |
zacks.com |
2025-02-10 12:06:18 |
Czytaj oryginał (ang.) |
| 3 Reasons to Love This Underperforming Chipmaker |
Shares of tech giant Qualcomm Inc. NASDAQ: QCOM have been stuck in a holding pattern for months, but recent signs point to a shift in momentum. After a largely sideways trend since July, the stock has gained 10% since December. |
marketbeat.com |
2025-02-10 11:43:05 |
Czytaj oryginał (ang.) |
| The Zacks Analyst Blog Salesforce, Qualcomm, Verint, Varonis and S&P Global |
Salesforce, Qualcomm, Verint, Varonis and S&P Global are included in this Analyst Blog. |
zacks.com |
2025-02-10 07:01:08 |
Czytaj oryginał (ang.) |
| Qualcomm (QCOM) Upgraded to Buy: Here's What You Should Know |
Qualcomm (QCOM) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term. |
zacks.com |
2025-01-03 15:16:38 |
Czytaj oryginał (ang.) |
| Qualcomm (QCOM) Flat As Market Sinks: What You Should Know |
Qualcomm (QCOM) concluded the recent trading session at $153.62, signifying no movement from its prior day's close. |
zacks.com |
2025-01-02 21:17:53 |
Czytaj oryginał (ang.) |
| Why Qualcomm (QCOM) is a Top Value Stock for the Long-Term |
Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores. |
zacks.com |
2025-01-01 12:51:38 |
Czytaj oryginał (ang.) |
| 4 Tech Hardware Stocks to Buy Before the New Year's Demand |
Uncover four tech hardware stocks well-positioned to soar in 2025, driven by AI, cloud and 5G rollout. |
zacks.com |
2024-12-30 11:40:17 |
Czytaj oryginał (ang.) |
| 3 No-Brainer Artificial Intelligence (AI) Stocks to Buy for 2025 With $200 Right Now |
The last two years have been dominated by artificial intelligence (AI) stocks. The influx of spending on AI infrastructure and development, combined with investors' excitement around the potential for it to change multiple industries, pushed the prices of several companies' stocks into astronomical territories. |
fool.com |
2024-12-29 20:45:00 |
Czytaj oryginał (ang.) |
| 2 Top Artificial Intelligence Stocks to Buy in January |
Finding top artificial intelligence (AI) stocks to buy right now is not a simple endeavor. Many AI stocks have boomed amid the release of a vastly improved version of ChatGPT in early 2023. |
fool.com |
2024-12-28 06:50:00 |
Czytaj oryginał (ang.) |
| Escalating US-China Trade War to Hurt These Tech Stocks in 2025 |
The escalating US-China tech war presents a formidable challenge for U.S. semiconductor companies like NVIDIA, Micron, Intel and Qualcomm. |
zacks.com |
2024-12-27 13:36:07 |
Czytaj oryginał (ang.) |
| Escalating US-China Trade War to Hurt These Stocks in 2025 |
After Trump threatens 60% China tariffs and Beijing bans rare minerals, top chipmakers AMD, INTC, MU, QCOM and ASML face major risks in 2025. |
zacks.com |
2024-12-27 11:45:24 |
Czytaj oryginał (ang.) |
| Bet On These 5 Top-Ranked Stocks With Rising P/E |
Tap five stocks with increasing P/E ratios for an out-of-the-box approach. These stocks are Constellation Brands, Stryve Foods, Canoo, Fortuna Mining & Qualcomm. |
zacks.com |
2024-12-27 10:31:26 |
Czytaj oryginał (ang.) |
| Taiwan Semiconductor (TSM) Price Prediction and Forecast |
In the high-tech universe, there is a single common road that top-flight companies like Nvidia (NASDAQ: NVDA), Advanced Micro Devices (NASDAQ: AMD), Apple (NASDAQ: AAPL), Qualcomm (NASDAQ: QCOM), Broadcom (NASDAQ: AVGO), and many others must travel to get their chips made, no matter where they hail from. That road inevitably leads to Taiwan Semiconductor Manufacturing Company Ltd. (NYSE: TSM), the largest semiconductor foundry on the planet. When a company like Nvidia designs a new chip, it takes it to Taiwan Semiconductor to actually print the design on a silicon wafer. Taiwan Semiconductor is the top choice for Nvidia, AMD, and many other chip designers, thanks to its precision, quality control, and innovative technical capabilities. At the time of this writing, Taiwan Semiconductor commands over 60% of global spending at chip foundries. The explosion of growth in the artificial intelligence and data center arenas have led to a commensurate demand acceleration for Graphics Processing Unit (GPU) chips and a panoply of similar ones for those fields. By focusing on precision foundry work, Taiwan Semiconductor has become the premier “go-to” player, for chip designers, even among those competing in various sectors. Headwinds and Challenges Taiwan Semiconductor’s biggest threat is from a mainland China invasion of Taiwan, rather than from any market competitors. Despite its crucial place in the semiconductor supply chain, Taiwan Semiconductor is based in Taiwan. Due to claims by The People’s Republic of China’s leadership that Taiwan is a part of China proper, the nation is in a state of perpetual invasion alert. Any overt military action on Taiwanese soil could result in a domino-effect of chip shortages if Taiwan Semiconductor is forced to halt production. Taiwan Semiconductor announced a rise in prices for its 3-nanometer and 5-nm process products by up to 8%. However, Samsung is focusing on its 2-nm process to meet future technologies’ high-performance, low-power, and high-bandwidth requirements, and rival Intel has a 1.4-nm ultra-fine process slated to be unveiled in 2027. The semiconductor industry has historically been cyclical. While AI investment soars, Taiwan Semiconductor has few rivals of significance. During slow periods, semiconductor companies have often been glutted with excess inventory. It remains to be seen how TSM will handle a slowdown after ramping up production to such a high level. Nevertheless, investors are much more concerned with future stock performance over the next 1, 5, to 10 years. Although most Wall Street analysts will calculate 12-month forward projections, it’s clear that nobody has a consistent crystal ball, and plenty of unforeseen circumstances can render even near term prognostications irrelevant. 24/7 Wall Street aims to present some farther looking insights based on Taiwan Semiconductor’s own numbers, along with business and market development information that may be of help to our readers’ own research. Key Points In This Article: Taiwan Semiconductor has control of roughly 62% of the global chip market. For Taiwan, its semiconductor dominance is a good thing, from a national security perspective. Geopolitical observers frequently refer to Taiwan’s semiconductor industry as a “silicon shield” by serving as an incentive for the international community to keep Taiwan out of Beijing’s control. Taiwan Semiconductor’s focus on fabrication precision and its R&D emphasis on miniaturization and efficiency are the main drivers for its huge market share from Nvidia, AMD, Apple, and other chip designers. Aware of its vulnerability to geopolitical destabilization from China, Taiwan Semiconductor has strategically diversified some geographical manufacturing with new US factories in Arizona and Washington, one in Dresden, Germany, and JVs with Sony and Denso in Japan. Apple is hugely dependent on Taiwan Semiconductor, and has been since 2014. Apple announced a deal in 2023 to buy 100% of the output of the most advanced chips from Taiwan Semiconductor in Taiwan (and from its AZ plant in 2024). This move guaranteed that none of Apple’s competitors could acquire similar chips for more than a year. If you’re looking for a megatrend with massive potential, make sure to grab a complimentary copy of our “The Next NVIDIA” report. This report breaks down AI stocks with 10x potential and will give you a huge leg up on profiting from this massive sea change. Taiwan Semiconductor News and Updates 12/20/2024 The Biden administration is planning to blacklist Sophgo, a Chinese company illegally using a Taiwan Semiconductor chip in a Huawei AI processor. The chip, which was found in Huawei’s Ascend 910B, matched one ordered by Sophgo from TSMC. 12/18/2024 Taiwan Semiconductor’s Arizona-based chip fabrication plant is almost back on schedule according to the company’s Chairman, Rick Cassidy. The Arizona plant is the most advanced chip fabrication facility in the United States, producing 4-nanometer chips. 12/16/2024 Taiwan Semiconductor’s stock price experienced a slight increase of 0.1% today, trading as high as $205.50. However, trading volume was lower than average, with only 5.8 million shares changing hands. 12/12/2024 Taiwan Semiconductor’s stock price dipped 0.5% today, trading as low as $192.21. 12/11/2024 Taiwan Semiconductor has released a new report illustrating a solid financial performance for November 2024. The company’s revenue for the month reached NT$276.06 billion, marking a 34% year-over-year increase. 12/9/2024 Taiwan Semiconductor’s stock price declined slightly today, trading as low as $199.16. The stock traded lower than its previous closing price, with a significantly lower than average trading volume. 12/6/2024 Nvidia’s stock price experienced a slight decline of 0.4% to $144.48 in early Friday trading. However, for the week, the stock has seen a 4.8% increase. 12/5/2024 Tawaian Semiconductor may soon be making Nvidia’s powerful new Blackwell AI chips. Production on the chips could begin as early as next year at TSMC’s new factory in Arizona, which is currently under construction. Currently, the chips are manufactured in Taiwan at TSMC’s main plants. However, while the initial stages of production can occur in Arizona, the chips would still need to be shipped back to Taiwan for final packaging. 11/27/2024 Taiwan Semiconducter’s large investment in U.S. manufacturing was a strategic move to diversify its operations and address geopolitical tensions. However, experts suggest that the advanced chip production capabilities in the U.S. may lag behind those in Taiwan for some time. 11/26/2024 Taiwan Semiconductor experienced a slight decline of 0.1% in its share price today, trading as low as $183.87. 5 to 10 Year Review Apple Computer procures nearly 100% of its CPUs and other chips from Taiwan Semiconductor. 2014 was the year that the TSM-Apple cooperation began in earnest, with Apple’s A8 and A8X SoCss. Such has the cooperation expanded that Apple has gone to TSM for nearly 100% of its chip requirements by 2024. Opposing patent infringement lawsuits with GlobalFoundries in 2019 eventually settled with a cross-licensing agreement, which ends in 2029. 2020 saw Taiwan Semiconductor prudently decide to diversify its manufacturing by opening up new plants in Phoenix, AZ, and Dresden, Germany. In July 2020, TSM signed a 20-year deal with Ørsted to buy the entire production of two offshore wind farms under development off Taiwan’s west coast. At the time of its signing, it was the world’s largest corporate green energy order ever made. 2021 saw TSM form joint ventures with Sony and Denso in Japan. Fiscal Year (DEC ) Price Total Revenues Net Income NYSE (TWD) (TWD) 2014 $22.38 $762.806 M $254.301 M 2015 $22.75 $843.497 M $302.854 M 2016 $28.75 $947.983 M $331.733 M 2017 $39.65 $977.947 M $344.998 M 2018 $36.91 $1.031,473 B $363.052 M 2019 $58.10 $1.069,985 B $353.948 M 2020 $109.04 $1.339,254 B $510.744 M 2021 $120.31 $1.587,415 B $596.540 M 2022 $74.49 $2.236,891 B $1.016,530 B 2023 $104.00 $2.161,735 B $838.497 M 2024 TTM (Jun ) $173.81 $2.438,416 B $923.042 M Key Drivers for Taiwan Semiconductor’s Future Nvidia’s Jensen Huang is a huge TSM fan, and believes that switching Nvidia’s GPU fabrication to another source would result in lower quality and higher prices. Taiwan Semiconductor expects its 2024 capital expenditure budget to hit $32 billion. 70% to 80% of the budget will be allocated to advanced process technologies, 20% will be directed to specialty technologies, and 10% will be spent on advanced packaging, testing, and mass-making. The Company’s revenue growth should continue to accelerate due to its leading-edge N3 manufacturing node. Taiwan Semiconductor plans to commence its 2-nm process in 2025. Strong demand for chips used in artificial intelligence and cloud storage data center applications from Nvidia, AMD, and others shows no sign of curtailing. Thanks to its uniquely advanced manufacturing capabilities, Taiwan Semiconductor can easily scale for demand acceleration, and holds close to a near monopoly on large GPU chip contracts from major semiconductor designers for AI and data center use, even among competing designers. Total spending on AI chip content and related systems is forecast to reach $193.3 billion in 2027, according to estimates from IDC. That’s up from $117.5 billion this year, translating into an 18% compound annual growth rate over the next three years. Taiwan Semiconductor has national interest and support from the Taiwanese government in maintaining its wide competitive advantage, as the tech industry’s dependence on TSM-made chips incentivizes the international community to keep a China invasion in check. Stock Price Prediction for 2025 The consensus rating for Taiwan Semiconductor from over a dozen Wall Street analysts is “buy”(11 buy, 4 outperform,1 hold). The average price target in 12 months is $210.79, which is roughly 2.16% above the current price. 24/7 Wall Street’s 12-month projection for Taiwan Semiconductors’ price is $183.92, which is -10.86% below the current price. While Taiwan Semiconductor will start its 2-nm process in 2025, Samsung has a vested interest in developing its own niche advantage and support from the Korean government in that space. As a result, we don’t anticipate as big of a 2025 surge from 2-nm as other analysts might. Taiwan Semiconductor’s Next 5 Years’ Outlook Since Taiwan Semiconductor consumes as much as 5% of Taiwan’s entire energy output, its Ørsted wind farm energy production should manifest tangible cost savings benefits. Therefore, we project 2026’s stock price to hit $186.00, a modest .74% year-over-year gain. While its 2-nm process will likely compete favorably at the start against Samsung, the TSM competitive advantage in other avenues of chip manufacturing will ultimately prove to be overwhelming. The anticipated surge of data center spending on chips should fuel larger contracts. Collaborations with research institutions and tech giants in developing next-generation AI chips could open new revenue streams and strengthen its position as an innovation leader in the industry. Our projection for 2027 is $206.80. 2028 should begin to see the rewards from the 2024 R&D surge of $32 billion in advanced process technologies. New products from TSM investments in quantum computing research are expected to bear fruit by 2028, potentially revolutionizing certain computing applications. The company’s focus on developing ultra-low power consumption chips for IoT and edge computing devices could position it as a key player in the growing market for energy-efficient technologies. The 2028 24/7 Wall Street price target is $213.90. 2029 will mark the expiration of Taiwan Semiconductor’s GlobalFoundries cross-licensing agreement, which should double up the revenues from that stream. Further developments in chips for quantum computing, healthcare and other applications can open up more direct government contract opportunities. US and German TSM factories should be operating at full capacity by 2029. We anticipate a price jump to $245.99. Taiwan Semiconductor Stock in 2030 TSM’s work in quantum computing should pave the way for neuromorphic computing chips that can mimic many human brain functions. By 2030, Taiwan Semiconductor’s work in quantum computing should pave the way for neuromorphic computing chips at the forefront of AI applications. These would mimic human brain functions more closely than ever before. The company’s involvement in space exploration projects and renewable energy initiatives may also diversify its revenue streams and enhance its global technological influence. We expect a $254.59 stock price, representing a 23.39% gain over today’s stock price. Year P/E Ratio EPS Price 2025 22 $8.36 $183.92 2026 20 $9.30 $186.00 2027 22 $9.40 $206.80 2028 20 $10.70 $213.90 2029 20 $12.30 $245.99 2030 18 $14.14 $254.59 Want to Retire Early? Start Here (Sponsor) Want retirement to come a few years earlier than you’d planned? Or are you ready to retire now, but want an extra set of eyes on your finances? Now you can speak with up to 3 financial experts in your area for FREE. By simply clicking here you can begin to match with financial professionals who can help you build your plan to retire early. And the best part? The first conversation with them is free. Click here to match with up to 3 financial pros who would be excited to help you make financial decisions. The post Taiwan Semiconductor (TSM) Price Prediction and Forecast appeared first on 24/7 Wall St.. |
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2024-12-27 06:30:39 |
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| Qualcomm (QCOM) Registers a Bigger Fall Than the Market: Important Facts to Note |
In the most recent trading session, Qualcomm (QCOM) closed at $158.52, indicating a -0.53% shift from the previous trading day. |
zacks.com |
2024-12-26 20:51:22 |
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| Here's Why Qualcomm (QCOM) is a Strong Momentum Stock |
Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service. |
zacks.com |
2024-12-26 12:51:14 |
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| Qualcomm Unveils AI Program to Boost On-Device Innovation in APAC |
QCOM launches QAIPI 2025 in APAC, a new initiative to empower developers and startups in Japan, Singapore and South Korea. |
zacks.com |
2024-12-26 11:30:24 |
Czytaj oryginał (ang.) |
| Taiwan Semiconductor (TSM) Price Prediction and Forecast |
In the high-tech universe, there is a single common road that top-flight companies like Nvidia (NASDAQ: NVDA), Advanced Micro Devices (NASDAQ: AMD), Apple (NASDAQ: AAPL), Qualcomm (NASDAQ: QCOM), Broadcom (NASDAQ: AVGO), and many others must travel to get their chips made, no matter where they hail from. That road inevitably leads to Taiwan Semiconductor Manufacturing Company Ltd. (NYSE: TSM), the largest semiconductor foundry on the planet. When a company like Nvidia designs a new chip, it takes it to Taiwan Semiconductor to actually print the design on a silicon wafer. Taiwan Semiconductor is the top choice for Nvidia, AMD, and many other chip designers, thanks to its precision, quality control, and innovative technical capabilities. At the time of this writing, Taiwan Semiconductor commands over 60% of global spending at chip foundries. The explosion of growth in the artificial intelligence and data center arenas have led to a commensurate demand acceleration for Graphics Processing Unit (GPU) chips and a panoply of similar ones for those fields. By focusing on precision foundry work, Taiwan Semiconductor has become the premier “go-to” player, for chip designers, even among those competing in various sectors. Headwinds and Challenges Taiwan Semiconductor’s biggest threat is from a mainland China invasion of Taiwan, rather than from any market competitors. Despite its crucial place in the semiconductor supply chain, Taiwan Semiconductor is based in Taiwan. Due to claims by The People’s Republic of China’s leadership that Taiwan is a part of China proper, the nation is in a state of perpetual invasion alert. Any overt military action on Taiwanese soil could result in a domino-effect of chip shortages if Taiwan Semiconductor is forced to halt production. Taiwan Semiconductor announced a rise in prices for its 3-nanometer and 5-nm process products by up to 8%. However, Samsung is focusing on its 2-nm process to meet future technologies’ high-performance, low-power, and high-bandwidth requirements, and rival Intel has a 1.4-nm ultra-fine process slated to be unveiled in 2027. The semiconductor industry has historically been cyclical. While AI investment soars, Taiwan Semiconductor has few rivals of significance. During slow periods, semiconductor companies have often been glutted with excess inventory. It remains to be seen how TSM will handle a slowdown after ramping up production to such a high level. Nevertheless, investors are much more concerned with future stock performance over the next 1, 5, to 10 years. Although most Wall Street analysts will calculate 12-month forward projections, it’s clear that nobody has a consistent crystal ball, and plenty of unforeseen circumstances can render even near term prognostications irrelevant. 24/7 Wall Street aims to present some farther looking insights based on Taiwan Semiconductor’s own numbers, along with business and market development information that may be of help to our readers’ own research. Key Points In This Article: Taiwan Semiconductor has control of roughly 62% of the global chip market. For Taiwan, its semiconductor dominance is a good thing, from a national security perspective. Geopolitical observers frequently refer to Taiwan’s semiconductor industry as a “silicon shield” by serving as an incentive for the international community to keep Taiwan out of Beijing’s control. Taiwan Semiconductor’s focus on fabrication precision and its R&D emphasis on miniaturization and efficiency are the main drivers for its huge market share from Nvidia, AMD, Apple, and other chip designers. Aware of its vulnerability to geopolitical destabilization from China, Taiwan Semiconductor has strategically diversified some geographical manufacturing with new US factories in Arizona and Washington, one in Dresden, Germany, and JVs with Sony and Denso in Japan. Apple is hugely dependent on Taiwan Semiconductor, and has been since 2014. Apple announced a deal in 2023 to buy 100% of the output of the most advanced chips from Taiwan Semiconductor in Taiwan (and from its AZ plant in 2024). This move guaranteed that none of Apple’s competitors could acquire similar chips for more than a year. If you’re looking for a megatrend with massive potential, make sure to grab a complimentary copy of our “The Next NVIDIA” report. This report breaks down AI stocks with 10x potential and will give you a huge leg up on profiting from this massive sea change. Taiwan Semiconductor News and Updates 12/20/2024 The Biden administration is planning to blacklist Sophgo, a Chinese company illegally using a Taiwan Semiconductor chip in a Huawei AI processor. The chip, which was found in Huawei’s Ascend 910B, matched one ordered by Sophgo from TSMC. 12/18/2024 Taiwan Semiconductor’s Arizona-based chip fabrication plant is almost back on schedule according to the company’s Chairman, Rick Cassidy. The Arizona plant is the most advanced chip fabrication facility in the United States, producing 4-nanometer chips. 12/16/2024 Taiwan Semiconductor’s stock price experienced a slight increase of 0.1% today, trading as high as $205.50. However, trading volume was lower than average, with only 5.8 million shares changing hands. 12/12/2024 Taiwan Semiconductor’s stock price dipped 0.5% today, trading as low as $192.21. 12/11/2024 Taiwan Semiconductor has released a new report illustrating a solid financial performance for November 2024. The company’s revenue for the month reached NT$276.06 billion, marking a 34% year-over-year increase. 12/9/2024 Taiwan Semiconductor’s stock price declined slightly today, trading as low as $199.16. The stock traded lower than its previous closing price, with a significantly lower than average trading volume. 12/6/2024 Nvidia’s stock price experienced a slight decline of 0.4% to $144.48 in early Friday trading. However, for the week, the stock has seen a 4.8% increase. 12/5/2024 Tawaian Semiconductor may soon be making Nvidia’s powerful new Blackwell AI chips. Production on the chips could begin as early as next year at TSMC’s new factory in Arizona, which is currently under construction. Currently, the chips are manufactured in Taiwan at TSMC’s main plants. However, while the initial stages of production can occur in Arizona, the chips would still need to be shipped back to Taiwan for final packaging. 11/27/2024 Taiwan Semiconducter’s large investment in U.S. manufacturing was a strategic move to diversify its operations and address geopolitical tensions. However, experts suggest that the advanced chip production capabilities in the U.S. may lag behind those in Taiwan for some time. 11/26/2024 Taiwan Semiconductor experienced a slight decline of 0.1% in its share price today, trading as low as $183.87. 5 to 10 Year Review Apple Computer procures nearly 100% of its CPUs and other chips from Taiwan Semiconductor. 2014 was the year that the TSM-Apple cooperation began in earnest, with Apple’s A8 and A8X SoCss. Such has the cooperation expanded that Apple has gone to TSM for nearly 100% of its chip requirements by 2024. Opposing patent infringement lawsuits with GlobalFoundries in 2019 eventually settled with a cross-licensing agreement, which ends in 2029. 2020 saw Taiwan Semiconductor prudently decide to diversify its manufacturing by opening up new plants in Phoenix, AZ, and Dresden, Germany. In July 2020, TSM signed a 20-year deal with Ørsted to buy the entire production of two offshore wind farms under development off Taiwan’s west coast. At the time of its signing, it was the world’s largest corporate green energy order ever made. 2021 saw TSM form joint ventures with Sony and Denso in Japan. Fiscal Year (DEC ) Price Total Revenues Net Income NYSE (TWD) (TWD) 2014 $22.38 $762.806 M $254.301 M 2015 $22.75 $843.497 M $302.854 M 2016 $28.75 $947.983 M $331.733 M 2017 $39.65 $977.947 M $344.998 M 2018 $36.91 $1.031,473 B $363.052 M 2019 $58.10 $1.069,985 B $353.948 M 2020 $109.04 $1.339,254 B $510.744 M 2021 $120.31 $1.587,415 B $596.540 M 2022 $74.49 $2.236,891 B $1.016,530 B 2023 $104.00 $2.161,735 B $838.497 M 2024 TTM (Jun ) $173.81 $2.438,416 B $923.042 M Key Drivers for Taiwan Semiconductor’s Future Nvidia’s Jensen Huang is a huge TSM fan, and believes that switching Nvidia’s GPU fabrication to another source would result in lower quality and higher prices. Taiwan Semiconductor expects its 2024 capital expenditure budget to hit $32 billion. 70% to 80% of the budget will be allocated to advanced process technologies, 20% will be directed to specialty technologies, and 10% will be spent on advanced packaging, testing, and mass-making. The Company’s revenue growth should continue to accelerate due to its leading-edge N3 manufacturing node. Taiwan Semiconductor plans to commence its 2-nm process in 2025. Strong demand for chips used in artificial intelligence and cloud storage data center applications from Nvidia, AMD, and others shows no sign of curtailing. Thanks to its uniquely advanced manufacturing capabilities, Taiwan Semiconductor can easily scale for demand acceleration, and holds close to a near monopoly on large GPU chip contracts from major semiconductor designers for AI and data center use, even among competing designers. Total spending on AI chip content and related systems is forecast to reach $193.3 billion in 2027, according to estimates from IDC. That’s up from $117.5 billion this year, translating into an 18% compound annual growth rate over the next three years. Taiwan Semiconductor has national interest and support from the Taiwanese government in maintaining its wide competitive advantage, as the tech industry’s dependence on TSM-made chips incentivizes the international community to keep a China invasion in check. Stock Price Prediction for 2025 The consensus rating for Taiwan Semiconductor from over a dozen Wall Street analysts is “buy”(11 buy, 4 outperform,1 hold). The average price target in 12 months is $210.79, which is roughly 1.39% above the current price. 24/7 Wall Street’s 12-month projection for Taiwan Semiconductors’ price is $183.92, which is -11.53% below the current price. While Taiwan Semiconductor will start its 2-nm process in 2025, Samsung has a vested interest in developing its own niche advantage and support from the Korean government in that space. As a result, we don’t anticipate as big of a 2025 surge from 2-nm as other analysts might. Taiwan Semiconductor’s Next 5 Years’ Outlook Since Taiwan Semiconductor consumes as much as 5% of Taiwan’s entire energy output, its Ørsted wind farm energy production should manifest tangible cost savings benefits. Therefore, we project 2026’s stock price to hit $186.00, a modest .74% year-over-year gain. While its 2-nm process will likely compete favorably at the start against Samsung, the TSM competitive advantage in other avenues of chip manufacturing will ultimately prove to be overwhelming. The anticipated surge of data center spending on chips should fuel larger contracts. Collaborations with research institutions and tech giants in developing next-generation AI chips could open new revenue streams and strengthen its position as an innovation leader in the industry. Our projection for 2027 is $206.80. 2028 should begin to see the rewards from the 2024 R&D surge of $32 billion in advanced process technologies. New products from TSM investments in quantum computing research are expected to bear fruit by 2028, potentially revolutionizing certain computing applications. The company’s focus on developing ultra-low power consumption chips for IoT and edge computing devices could position it as a key player in the growing market for energy-efficient technologies. The 2028 24/7 Wall Street price target is $213.90. 2029 will mark the expiration of Taiwan Semiconductor’s GlobalFoundries cross-licensing agreement, which should double up the revenues from that stream. Further developments in chips for quantum computing, healthcare and other applications can open up more direct government contract opportunities. US and German TSM factories should be operating at full capacity by 2029. We anticipate a price jump to $245.99. Taiwan Semiconductor Stock in 2030 TSM’s work in quantum computing should pave the way for neuromorphic computing chips that can mimic many human brain functions. By 2030, Taiwan Semiconductor’s work in quantum computing should pave the way for neuromorphic computing chips at the forefront of AI applications. These would mimic human brain functions more closely than ever before. The company’s involvement in space exploration projects and renewable energy initiatives may also diversify its revenue streams and enhance its global technological influence. We expect a $254.59 stock price, representing a 22.46% gain over today’s stock price. Year P/E Ratio EPS Price 2025 22 $8.36 $183.92 2026 20 $9.30 $186.00 2027 22 $9.40 $206.80 2028 20 $10.70 $213.90 2029 20 $12.30 $245.99 2030 18 $14.14 $254.59 Want to Retire Early? Start Here (Sponsor) Want retirement to come a few years earlier than you’d planned? Or are you ready to retire now, but want an extra set of eyes on your finances? Now you can speak with up to 3 financial experts in your area for FREE. By simply clicking here you can begin to match with financial professionals who can help you build your plan to retire early. And the best part? The first conversation with them is free. Click here to match with up to 3 financial pros who would be excited to help you make financial decisions. The post Taiwan Semiconductor (TSM) Price Prediction and Forecast appeared first on 24/7 Wall St.. |
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2024-12-26 06:25:03 |
Czytaj oryginał (ang.) |
| QUALCOMML: Edge-AI Computing Is Sneaking Up Everywhere |
Qualcomm is diversifying beyond mobile handsets into automotive, IoT, and PCs, driven by edge-AI applications, boosting growth and reducing reliance on the mature mobile market. The company's Snapdragon platforms are well-positioned for edge-AI, with significant traction in automotive and IoT, and promising new Snapdragon X processors for PCs. Despite strong financials and growth potential, Qualcomm faces considerable risks from its high dependence on the Chinese market and potential trade tensions. |
seekingalpha.com |
2024-12-26 05:10:40 |
Czytaj oryginał (ang.) |
| Wall Street Analysts Think Qualcomm (QCOM) Could Surge 28.45%: Read This Before Placing a Bet |
The average of price targets set by Wall Street analysts indicates a potential upside of 28.5% in Qualcomm (QCOM). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock. |
zacks.com |
2024-12-25 12:56:09 |
Czytaj oryginał (ang.) |
| 1 Unstoppable Semiconductor Stock to Buy Instead of AMD |
In today's video, I will be talking about the recent updates regarding Qualcomm (QCOM 0.36%). Watch the short video to learn more, consider subscribing, and click the special offer link below. |
fool.com |
2024-12-24 14:05:57 |
Czytaj oryginał (ang.) |
| Is Qualcomm an Undervalued Growth Stock to Buy? |
Qualcomm (QCOM 3.50%) is innovating in new categories, which is increasing investor enthusiasm. |
fool.com |
2024-12-24 11:00:00 |
Czytaj oryginał (ang.) |
| Arm v. Qualcomm: A trial ends — now the fallout begins |
Arm's profit-centered push should concern participants in the company's extensive ecosystem. |
marketwatch.com |
2024-12-24 09:51:00 |
Czytaj oryginał (ang.) |
| Trade Tracker: Jim Lebenthal buys more Qualcomm |
Jim Lebenthal, Chief Equity Strategist at Cerity Partners, joins CNBC's "Halftime Report" to explain why he's buying more Qualcomm |
youtube.com |
2024-12-23 16:49:29 |
Czytaj oryginał (ang.) |