Filings · News reference
Reference Details
Poisar stores the source's headline, summary and market tags for reference. Reporting and full article text remain with the original publisher.
Keep reading
Qualcomm is positioning itself for significant growth in 2027 through its pivot into AI infrastructure, with deals secured from Amazon and Meta Platforms. The company expects non-handset revenue to grow over 60% in fiscal 2027 and projects a $200 billion CPU market opportunity by fiscal 2029, yet trades at a modest 23 P/E ratio that undervalues its growth potential.
AMD plans a major 2027 chip supply expansion as AI demand fuels growth and stock surges. Lisa Su targets 3–5 year capacity planning.
Arm Holdings and Qualcomm return to court over licensing disputes, Meta chip opportunities, and Qualcomm's request for a five-year royalty freeze.
Qualcomm expands beyond mobile with a major Huawei licensing deal, custom AWS AI chips, and Meta server partnerships as it targets $15B in data center revenue.