QUALCOMM WKN: 883121 ISIN: US7475251036 Kürzel: QAQ Forum: Aktien Thema: Hauptdiskussion

https://www.handelsblatt.com/technik/it-internet/chiphersteller-qualcomm-spricht-offenbar-mit-intel-ueber-uebernahme/100071470.html Ob sich das mittelfristig positiv auf den Aktienkurs auswirken wird? Bei einigen anderen Übernahmen ist der Kurs des Käufers zunächst stark gefallen. Intel scheint derzeit ohnehin nicht gut aufgestellt zu sein, und ich befürchte einen weiteren Kursrückgang.

Bayer 2.0

Warum?

Weil Intl Ramsch ist.

Geht doch eher um die Produktionsstandorte. In den USA können die Mitarbeiter auch einfacher/günstiger gekündigt werden. Die Entwicklung wird dann radikal umgebaut. Am Ende geht es doch um Zeit. Falls man alles selber aufbauen will, muss man ja trotzdem 20/30 Mrd in die Hand nehmen und braucht 2,3 Jahre. Können im Wettbewerb dann besser Preise bzw in neue Sparten reingehen.

Kursexplosion

Wird der Anstieg nur mir angezeigt?.😅

Warum so ruhig hier?

Was hier los

SEC Filing Statement of changes in beneficial ownership of securities https://ir.stockpr.com/qualcomm/sec-filings-email/content/0001888316-24-000056/edgardoc.html https://ir.stockpr.com/qualcomm/sec-filings-email/content/0001888316-24-000055/edgardoc.html

SEC Filing Alert Statement of changes in beneficial ownership of securities https://ir.stockpr.com/qualcomm/sec-filings-email/content/0001888316-24-000054/edgardoc.html

'On the Windows side, OEMs like Lenovo, HP Inc HPQ, and Dell Technologies Inc DELL are significantly expanding their AI-capable PC portfolios. Lenovo introduced its first Snapdragon X-powered PCs, driving a 228% sequential increase in AI-capable PC shipments. HP launched new AI-focused models, boosting its AI-capable PC share within Windows shipments by around 8%. Dell followed suit with AI-powered devices capturing nearly 7% of its Windows shipments. Intel and AMD are also making significant strides in the AI-capable PC market. Intel has committed to shipping chips for over 100 million AI PCs by 2025, including over 40 million in 2024. JPMorgan analyst Harlan Sur expects AMD to grow data center GPU revenue by over $5 billion in fiscal 2024 as it continues to win market share from Intel in server and PC CPUs. JPMorgan analyst Samik Chatterjee expects Qualcomm’s PC-related revenue to climb from $300 million in 2024 to $3.7 billion in 2027.' https://www.benzinga.com/news/24/08/40347392/apple-intel-and-amd-lead-charge-in-ai-capable-pc-market-surge-report?utm_source=MarketWatch&utm_campaign=partner_feed&utm_medium=partner_feed&utm_content=site&mod=mw_quote_news

AI PCs made up 14% of quarterly personal computer shipments, Canalys says 16:27 13/08/2024 Aug 13 (Reuters) - AI PCs accounted for 14% of all personal computers shipped in the second quarter with Apple leading the way, research firm Canalys said on Tuesday, as added artificial intelligence capabilities help reinvigorate demand. WHY IT'S IMPORTANT PC providers and chipmakers have pinned high hopes on devices that can perform AI tasks directly on the system, bypassing the cloud, as the industry slowly emerges from its worst slump in years. These devices typically feature neural processing units dedicated to performing AI tasks. Apple commands about 60% of the AI PC market, the research firm said in the report, pointing to its Mac portfolio incorporating M-series chips with a neural engine. Within Microsoft's Windows, AI PC shipments grew 127% sequentially in the quarter. The tech giant debuted its "Copilot+" AI PCs in May, with Qualcomm's Snapdragon PC chips based on Arm Holdings' architecture. Struggling chipmaker Intel also ramped up deliveries of its AI PC chips, according to the report, hoping to capitalize on the push towards producing AI-capable devices. The introduction of AI PCs is also driving growth in the premium segment, with shipments of Windows PC priced over $800 range growing 9% sequentially. Lenovo's <0992.HK> AI PC shipments grew 228% sequentially, representing about 6% of its total Windows PC shipments in the June quarter. AI PCs accounted for 8% of HP's Windows shipments, while Dell had just below 7% of its Windows shipments represented by AI PCs. "With a strong foundation now set, AI-capable PC shipments are poised to gain further traction in the second half of 2024," said Ishan Dutt, principal analyst at Canalys.

Wer verkauft hier wie wild?.