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06.02.26 - 16:39
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QUALCOMM Aktie: JPMorgan warnt vor DRAM-Knappheit (Aktiencheck)
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New York (www.aktiencheck.de) - QUALCOMM-Aktienanalyse von J.P. Morgan Securities:
Der Analyst Samik Chatterjee von JPMorgan hat das Kursziel für die Aktie von QUALCOMM Inc. (ISIN: US7475251036, WKN: 883121, Ticker-Symbol: QCI, NASDAQ-Symbol: QCOM) nach dem Q1-Bericht des laufenden Geschäftsjahres von 195 USD auf 185 USD reduziert und das "overweight"-Rating beibehalten. [mehr]...
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06.02.26 - 16:36
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QUALCOMM Aktie: Kauflust nach Speicherfrust (Aktiencheck)
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Wien (www.aktiencheck.de) - QUALCOMM-Aktienanalyse der Raiffeisen Bank International AG (RBI):
Manuel Stahl, Analyst der Raiffeisen Bank International AG (RBI), rät in einer aktuellen Aktienanalyse weiterhin zum Kauf der Aktie von QUALCOMM Inc. (ISIN: US7475251036, WKN: 883121, Ticker-Symbol: QCI, NASDAQ-Symbol: QCOM), senkt aber das Kursziel. [mehr]...
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06.02.26 - 14:24
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House Launches Investigation Into ′Discriminatory′ South Korean Regulators After Trump Hits Seoul With 25% Tariff (ZeroHedge)
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House Launches Investigation Into 'Discriminatory' South Korean Regulators After Trump Hits Seoul With 25% Tariff
The House Judiciary Committee has opened a formal investigation into whether South Korean regulators are unfairly targeting American technology companies, as the two allies with a long history of economic and security cooperation find themselves embroiled in a heated dispute over trade, technology, and regulatory oversight - with government accusing the other of unfair practices.
Last October we highlighted that South Korea has effectively been extracting money from US tech firms in the form of fines and other punitive measures via the Korea Fair Trade Commission (KFTC). While the commission's stated goal is to enforce antitrust laws, they've essentially morphed into bridge trolls, according to US officials.
In 2016, Qualcomm was hit with an $854 million penalty for what it called unfair business practices. In 2021, Google was hit with a $177 million fine for dominat...
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06.02.26 - 14:15
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QUALCOMM Aktie: Speicherchip-Krise trifft Prognose - Analyst reagiert (Aktiencheck)
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New York (www.aktiencheck.de) - QUALCOMM-Aktienanalyse von TD Cowen:
Der Analyst Joshua Buchalter von TD Cowen hat das Kursziel für QUALCOMM Inc. (ISIN: US7475251036, WKN: 883121, Ticker-Symbol: QCI, NASDAQ-Symbol: QCOM) von 190 USD auf 150 USD gesenkt und sein "buy"-Rating bestätigt.
Die Kurszielsenkung sei auf eine enttäuschende Prognose zurückzuführen, die jedoch durch externe Faktoren bedingt gewesen sei und somit außerhalb des Einflussbereichs des Unternehmens gelegen habe. [mehr]...
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06.02.26 - 04:06
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Qualcomm, MediaTek strike cautious tone as smartphone market pressures mount (Digitimes)
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Qualcomm and MediaTek struck a similar cautionary tone on the smartphone market outlook during their latest earnings calls, pointing to mounting pressure from memory shortages and rising component costs. Pressure is already being felt across the supply chain, with these factors expected to place substantial strain on smartphone brand customers, particularly Chinese brands....
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05.02.26 - 22:54
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Tech Earnings: Google′s Spending, Arm′s AI Data Center Push | Bloomberg Tech 2/5/2026 (Bloomberg)
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Bloomberg's Caroline Hyde and Ed Ludlow discuss tech earnings as investors react to a huge capital expenditure increase from Google. Plus, Arm CEO Rene Haas explains the chip designer's outlook and growth in its data center business. And Qualcomm CEO Cristiano Amon talks about the potential impact from component shortages on its revenue for the period. (Source: Bloomberg)...
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05.02.26 - 21:45
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Nvidia Could Delay New GPU Due To Deepening Memory Crunch (ZeroHedge)
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Nvidia Could Delay New GPU Due To Deepening Memory Crunch
News flow around the memory crunch is accelerating by the week, and the casualty list is growing.
Just this morning, Qualcomm and Arm Holdings warned that shortages of high-bandwidth memory (HBM) could crimp smartphone production this year. Apple signaled earlier this week that it will prioritize higher-end iPhone models, while Nintendo shares slid as soaring HBM costs threaten to squeeze margins.
The alarm bells are getting louder after a new report from The Information, citing two sources, saying Nvidia won't release a new gaming GPU (RTX 60 series) this year due to a HBM supply crunch, forcing it to prioritize limited HBM for its far more profitable AI chips over gaming GPUs.
If confirmed, it would mark the first year in roughly three decades that Nvidia has not released a new consumer-grade gaming GPU.
Here's more color from The Information:
The delay will also push back the release of Nvidia's next-generation gaming GPU. Like...
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05.02.26 - 20:36
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Qualcomm CEO: Issue for Handsets Is Memory, Not Demand (Bloomberg)
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Qualcomm CEO Cristiano Amon discusses the impact of memory constraints on the company's outlook after the largest maker of smartphone processors gave a tepid revenue forecast for the current quarter. Amon joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” (Source: Bloomberg)...
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