Forbes contributors publish independent expert analyses and insights. Chief Analyst & CEO, NAND Research. Qualcomm, a company built on selling chips to companies like Samsung and Apple in volumes of ...

Qualcomm's Investor Day gave investors more than an AI data-center pitch. With Meta, Microsoft, two hyperscaler customers, and a $15 billion revenue target in view, the smartphone chipmaker now has a ...

Can a company still known for smartphone chips really become a force in the data center?

Even after the arrival of its in-house modems, Apple's product lines still mostly rely on Qualcomm for cellular hardware.

For years, Qualcomm (NASDAQ:QCOM) has been seen as a premium smartphone chipmaker that raked in billions from the mobile revolution. However, investors may be witnessing the beginning of a new chapter ...