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12.05.26 - 12:15
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Der Chipmarkt zündet den „KI-Turbo“ (DZ Bank)
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Der globale Chipmarkt, der bereits im vergangenen Jahr einen Umsatz-Höchstwert erreichte, befindet sich auch im laufenden Jahr auf Rekordkurs. Im März hat sich die hohe Erlösdynamik weiter beschleunigt. Die spürbar anziehende Nachfrage nach leistungsstarken Prozessoren für Anwendungen auf Basis von Künstlicher Intelligenz (KI) sowie nach Chips für das Hochleistungsrechnen (High Performance Computing) ist nach wie vor der wichtigste Wachstumstreiber. Dieser positive Trend wird sich unserer Meinung nach in den kommenden Jahren fortsetzen...
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25.03.26 - 04:06
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Analysis: Qualcomm restructures Asia operations, giving Taiwan greater strategic weight (Digitimes)
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At a spring banquet in Taiwan, Qualcomm used the occasion not only to recap highlights from its recent appearances at major industry exhibitions, but also to underscore the growing importance of 6G standards in an AI-driven era. More consequentially, ST Liew—Vice President of Qualcomm Technologies and President for Taiwan, Southeast Asia, and Australia/New Zealand—announced a structural shift: Qualcomm's Taiwan operations will be elevated into a standalone region, reporting directly to the APAC president, on par with markets such as Japan and South Korea....
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01.10.25 - 12:06
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Qualcomm′s 2025 Snapdragon Summit: solid upgrades but AI vision falls short (Digitimes)
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Qualcomm's annual Snapdragon Summit officially concluded last week and benchmark scores for the new products are now being released. Overall, Qualcomm has delivered significant upgrades in system-on-chips (SoCs) for both flagship smartphones and flagship PCs compared to the previous generation, and the new chips are expected to perform well in upcoming partner devices....
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