QCOM 高通 · Qualcomm

別名

繁中

高通

English

Qualcomm

近 30 日相關文章（30）

• Qualcomm climbs after landing AI chip deal with social media giant ByteDance: report · 2026-05-26 · Seeking Alpha 市場要聞（免費 RSS）
• TSMC Earnings, New N3 Fabs, The Nvidia Ramp · 2026-04-20 · Stratechery by Ben Thompson
• TSMC Earnings, New N3 Fabs, The Nvidia Ramp · 2026-04-20 · Stratechery by Ben Thompson
• TSMC Earnings, New N3 Fabs, The Nvidia Ramp · 2026-04-20 · Stratechery by Ben Thompson
• TSMC Earnings, New N3 Fabs, The Nvidia Ramp · 2026-04-20 · Stratechery by Ben Thompson
• Qualcomm, AMD lead AI and chip stocks higher · 2026-05-22 · Seeking Alpha 市場要聞（免費 RSS）
• TSMC Earnings, New N3 Fabs, The Nvidia Ramp · 2026-04-20 · Stratechery by Ben Thompson
• TSMC Earnings, New N3 Fabs, The Nvidia Ramp · 2026-04-20 · Stratechery by Ben Thompson
• TSMC Earnings, New N3 Fabs, The Nvidia Ramp · 2026-04-20 · Stratechery by Ben Thompson
• Microsoft reveals new business Surface devices with Intel and Qualcomm processors · 2026-05-19 · Seeking Alpha 市場要聞（免費 RSS）
• Intel, Qualcomm interested in AI chip startup: report · 2026-05-19 · Seeking Alpha 市場要聞（免費 RSS）
• TSMC Earnings, New N3 Fabs, The Nvidia Ramp · 2026-04-20 · Stratechery by Ben Thompson
• TSMC Earnings, New N3 Fabs, The Nvidia Ramp · 2026-04-20 · Stratechery by Ben Thompson
• TSMC Earnings, New N3 Fabs, The Nvidia Ramp · 2026-04-20 · Stratechery by Ben Thompson
• TSMC Earnings, New N3 Fabs, The Nvidia Ramp · 2026-04-20 · Stratechery by Ben Thompson
• TSMC Earnings, New N3 Fabs, The Nvidia Ramp · 2026-04-20 · Stratechery by Ben Thompson
• Qualcomm valuation under scrutiny as recent gains reverse · 2026-05-16 · Seeking Alpha 市場要聞（免費 RSS）
• TSMC Earnings, New N3 Fabs, The Nvidia Ramp · 2026-04-20 · Stratechery by Ben Thompson
• TSMC Earnings, New N3 Fabs, The Nvidia Ramp · 2026-04-20 · Stratechery by Ben Thompson
• TSMC Earnings, New N3 Fabs, The Nvidia Ramp · 2026-04-20 · Stratechery by Ben Thompson
• TSMC Earnings, New N3 Fabs, The Nvidia Ramp · 2026-04-20 · Stratechery by Ben Thompson
• TSMC Earnings, New N3 Fabs, The Nvidia Ramp · 2026-04-20 · Stratechery by Ben Thompson
• AMD, Intel, Qualcomm likely to benefit from server CPU super cycle, GF says · 2026-05-11 · Seeking Alpha 市場要聞（免費 RSS）
• TSMC Earnings, New N3 Fabs, The Nvidia Ramp · 2026-04-20 · Stratechery by Ben Thompson
• TSMC Earnings, New N3 Fabs, The Nvidia Ramp · 2026-04-20 · Stratechery by Ben Thompson
• TSMC Earnings, New N3 Fabs, The Nvidia Ramp · 2026-04-20 · Stratechery by Ben Thompson
• TSMC Earnings, New N3 Fabs, The Nvidia Ramp · 2026-04-20 · Stratechery by Ben Thompson
• An Interview with Arm CEO Rene Haas About Selling Chips · 2026-03-26 · Stratechery by Ben Thompson
• TSMC Earnings, New N3 Fabs, The Nvidia Ramp · 2026-04-20 · Stratechery by Ben Thompson
• An Interview with Arm CEO Rene Haas About Selling Chips · 2026-03-26 · Stratechery by Ben Thompson

歷次 thesis 中的出現

• 2026-04-30
  • 觀察Arm 自製 CPU 直接競爭授權客戶，h-001「去 Arm 化」替代計畫啟動時間為 18 個月，需追蹤 QCOM 下一代 Snapdragon 架構聲明
• 2026-04-28
  • 觀察Arm自製CPU若成功切入數據中心，將壓縮Qualcomm在Arm生態中的差異化空間，授權條款重談風險升高
• 2026-04-27
  • 觀察Arm 作為授權客戶轉競爭對手的結構矛盾已實質化，h-001 去 Arm 化啟動時間點是 QCOM PC 策略的關鍵變數
• 2026-04-26
  • 空Arm 自製 CPU 直接競爭 agent 場景，arm-ip-licensing-to-chip-maker-shift h-001 授權客戶衝突風險對 QCOM 授權費結構構成直接威脅