Ultime notizie per Qualcomm (NASDAQ:QCOM) Azioni

QUALCOMM INC

Qualcomm

Qualcomm develops and licenses wireless technology and designs chips for smartphones. The company's key patents revolve around CDMA and OFDMA technologies, which are standards in wireless communications that are the backbone of all 3G, 4G, and 5G networks. Qualcomm's IP is licensed by virtually all wireless device makers. The firm is also the world's largest wireless chip vendor, supplying nearly every premier handset maker with leading-edge processors. Qualcomm also sells RF-front end modules into smartphones, as well as chips into automotive and Internet of Things markets.

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Il gigante dei semiconduttori raddoppia la scommessa sull&#39;America. Analizziamo la strategia e le implicazioni per il mercato globale dei chip.

TSMC: investimenti massicci negli USA, nonostante le minacce di Trump

Qualcomm Inc

<a href="https://www.qualcomm.com/news/releases/2025/04/qualcomm-expands-generative-ai-capabilities-with-acquisition-of-" title="https://www.qualcomm.com/news/releases/2025/04/qualcomm-expands-generative-ai-capabilities-with-acquisition-of-">https://www.qualcomm.com/news/releases/2025/04/qualcomm-expands-generative-ai-capabilities-with-acquisition-of-</a>

Qualcomm Expands Generative AI Capabilities With Acquisition Of VinAI Division

Qualcomm Inc And Alphawave IP Group - Statement Regarding Possible Offer; Considering Offer To Acquire Alphawave IP Group; Must Announce Intention To Make Offer by April

Arm Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARM#NASDAQ">ARM</a>) expects its<a href="https://www.benzinga.com/topic/arm" target="_blank" rel="noreferrer noopener"> data center central processing unit</a> market share to reach 50% by the end of 2025, up from around 15% in 2024.
Arm&#8217;s infrastructure chief, Mohamed Awad, told Reuters that the UK-headquartered Arm&#8217;s technology, which is 90% owned by Japan&#8217;s SoftBank Group (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SFTBF#OTC">SFTBF</a>) (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SFTBY#OTC">SFTBY</a>), offers lower power consumption than Intel Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) and Advanced Micro Devices (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) processors.
Awad noted that by consuming more of Arm&#8217;s intellectual property, data center chips entitled them to a higher royalty rate.
Also Read: <a target="_blank" href="https://www.benzinga.com/government/regulations/25/03/44235249/slowdown-and-tariff-talk-grips-the-hottest-sector-on-wall-street-semiconductor-etf-now-has-a-negative-1-year-return" rel="noreferrer noopener">Slowdown And Tariff Talk Grips The Hottest Sector On Wall Street &#8211; Semiconductor ETF Now Has A Negative 1-Year Return</a>
Arm&#8217;s chips have become increasingly popular among cloud computing companies as AI data centers use electricity.
Arm stock plunged close to 20% in the last 12 months.
Arm last month reported <a href="https://www.benzinga.com/news/earnings/25/02/43513408/arm-holdings-stock-slides-on-q3-earnings-revenue-beat-eps-beat-revised-guidance-and-more" target="_blank" rel="noreferrer noopener">third-quarter revenue</a> of $983 million, up 19%, beating analyst estimates of $946.73 million. The adjusted earnings of 39 cents per share beat analyst estimates of 34 cents per share. Arm expects fourth-quarter revenue of $1.175 billion-$1.275 billion versus the $946.73 million analyst consensus. The company anticipates fourth-quarter adjusted earnings of 48 cents-56 cents per share versus 34 cents consensus estimate.
Arm&#8217;s foray into the chip sales market reportedly <a href="https://www.benzinga.com/25/03/44497080/qualcomm-accuses-arm-of-antitrust-violations-across-us-eu-and-korea-over-chip-access" target="_blank" rel="noreferrer noopener">directly competes with</a> its clients, including Qualcomm Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>) and Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), for AI and data center chip deals.

Price Action: ARM stock is down 5.83% at $101.51 at last check Monday.
Read Next:
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</ul>
Photo: Piotr Swat/Shutterstock

SFTBF

SFTBY

Arm Aims for 50% Data Center CPU Market Share by 2025, Challenging Intel and AMD

Qualcomm (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>) has outperformed the market over the past 5 years by 1.08% on an annualized basis producing an average annual return of 17.69%. Currently, Qualcomm has a market capitalization of $168.60 billion. 
Buying $100 In QCOM: If an investor had bought $100 of QCOM stock 5 years ago, it would be worth $221.24 today based on a price of $152.44 for QCOM at the time of writing.
<h3>Qualcomm's Performance Over Last 5 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1743202814_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Trading Ideas

Here's How Much You Would Have Made Owning Qualcomm Stock In The Last 5 Years

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Shares of companies in the broader technology sector are trading lower following greater-than-expected inflation data measured through the PCE price index for February, while personal spending missed estimates. Additionally, recent tariff announcements may be weighing on equities.

Qualcomm Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>)&nbsp;launched a formal anticompetitive movement against supplier Arm Holdings Plc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARM#NASDAQ">ARM</a>) on Tuesday for alleged <a target="_blank" href="https://www.benzinga.com/topic/antitrust" rel="noreferrer noopener">anticompetitive behavior on</a> three continents.
Qualcomm filed a complaint against Arm against the&nbsp;European Commission, U.S.&nbsp;Federal Trade Commission, and&nbsp;Korea Fair Trade Commission&nbsp;for allegedly restricting access to its technology after operating an open network for over two decades, Bloomberg <a target="_blank" href="https://www.bloomberg.com/news/articles/2025-03-25/qualcomm-takes-legal-fight-with-arm-to-global-antitrust-agencies?srnd=phx-technology&amp;sref=TBDibEcD" rel="noreferrer noopener">reported</a>, citing unnamed sources familiar with the matter.
Qualcomm alleged that Arm&#8217;s open licensing model created a huge dependence on its technology and threatened market dynamics.
Also Read: <a target="_blank" href="https://www.benzinga.com/media/25/02/43676475/softbank-backed-arm-holdings-155-post-ipo-surge-bolstered-by-ai-growth-and-smartphone-integration" rel="noreferrer noopener">Softbank-Backed Arm Holdings 155% Post-IPO Surge Bolstered by AI Growth and Smartphone Integration</a>
The British chipmaker&nbsp;blocked access&nbsp;to boost profits through its chipmaking ambitions. Arm denied the allegations.
The legal tension between the semiconductor chip companies highlights intense rivalry amongst the companies to grab a larger pie associated with the artificial intelligence frenzy.
In December 2024, a federal jury in Delaware ruled that Qualcomm did not violate its <a target="_blank" href="https://www.benzinga.com/24/12/42633922/qualcomm-bags-win-in-chips-licensing-trial-against-arm-but-the-battle-is-not-over-yet" rel="noreferrer noopener">licensing agreement with Arm</a>.
Qualcomm&#8217;s chips power Android smartphones and tablets, generating a large portion of the company&#8217;s $39 billion revenue.
<a target="_blank" href="https://www.benzinga.com/media/25/02/43719655/arm-takes-on-its-own-customers-poaches-talent-competes-with-qualcomm-and-nvidia-for-ai-and-data-center-chip-deals-report" rel="noreferrer noopener">Recent reports indicated</a> that Arm&#8217;s foray into the chip sales market directly competes with its clients, including&nbsp;Qualcomm and&nbsp;Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), for AI and data center chip deals.
Arm reportedly competes with Qualcomm to supply Meta Platforms Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) with data center CPUs.
Reportedly, Arm planned to <a target="_blank" href="https://www.benzinga.com/markets/equities/25/01/42966025/softbank-backed-arm-plans-major-price-hike-apple-qualcomm-supplier-explores-chip-development" rel="noreferrer noopener">boost prices by</a> up to 300% and has discussed manufacturing its chips. It aims to increase annual smartphone revenue by ~$1 billion over a decade, a strategy dating back to 2019.
Arm recorded over 90% market share within the mobile applications market and a 65% share of the Internet of Things and embedded computing markets globally in 2022, as per <a target="_blank" href="https://www.statista.com/statistics/1132112/arm-market-share-targets/#:~:text=Arm%20Holdings%20market%20share%20across%20key%20technology%20markets%20worldwide%202020%2D2022&amp;text=As%20of%202022%2C%20Arm%20Holdings,and%20embedded%20computing%20markets%20globally." rel="noreferrer noopener">Statista</a>.
Price Action: At the last check on Wednesday, QCOM stock was down 0.73% to $158.97. ARM is up 4.39%.
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Photo via Shutterstock

Legal

Qualcomm Accuses Arm Of Antitrust Violations Across US, EU, And Korea Over Chip Access

<a href="https://www.bloomberg.com/news/articles/2025-03-25/qualcomm-takes-legal-fight-with-arm-to-global-antitrust-agencies" title="https://www.bloomberg.com/news/articles/2025-03-25/qualcomm-takes-legal-fight-with-arm-to-global-antitrust-agencies">https://www.bloomberg.com/news/articles/2025-03-25/qualcomm-takes-legal-fight-with-arm-to-global-antitrust-agencies</a>

Reported March 25, 2025: 'Qualcomm Takes Legal Fight With Arm To Global Antitrust Agencies' - Bloomberg

The U.S. Commerce Department has reportedly banned&nbsp;Chinese artificial intelligence&nbsp;model&nbsp;<a target="_blank" href="https://www.benzinga.com/media/25/03/44368717/chinas-deepseek-sparks-national-security-alarm-do-not-download-view-access-any-applications" rel="noreferrer noopener">DeepSeek</a><a target="_blank" href="https://www.benzinga.com/media/25/03/44368717/chinas-deepseek-sparks-national-security-alarm-do-not-download-view-access-any-applications" rel="noreferrer noopener">&nbsp;on government devices</a>.
Technology
Google parent&nbsp;Alphabet Inc.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) inked an agreement to&nbsp;acquire&nbsp;cloud security firm&nbsp;Wiz&nbsp;for<a target="_blank" href="https://www.benzinga.com/tech/25/03/44376743/google-parent-alphabet-to-acquire-wiz-in-32-billion-deal-its-biggest-bet-yet" rel="noreferrer noopener"> $32 billion in an all-cash deal</a>.
Young Liu, the CEO of&nbsp;Foxconn (OTC:<a class="ticker" href="https://www.benzinga.com/stock/FXCOF#OTC">FXCOF</a>), also known as&nbsp;Hon Hai Technology, has publicly criticized President&nbsp;Donald Trump&#8217;s&nbsp;tariff policy, warning it&#8217;s creating chaos for <a target="_blank" href="https://www.benzinga.com/media/25/03/44349466/trump-trade-policy-a-big-headache-for-customers-says-apple-supplier-foxconns-ceo-very-very-hard-to-predict-how-things-will-develop" rel="noreferrer noopener">tech giants like </a><a target="_blank" href="https://www.benzinga.com/media/25/03/44349466/trump-trade-policy-a-big-headache-for-customers-says-apple-supplier-foxconns-ceo-very-very-hard-to-predict-how-things-will-develop" rel="noreferrer noopener">Apple </a><a target="_blank" href="https://www.benzinga.com/media/25/03/44349466/trump-trade-policy-a-big-headache-for-customers-says-apple-supplier-foxconns-ceo-very-very-hard-to-predict-how-things-will-develop" rel="noreferrer noopener">and </a><a target="_blank" href="https://www.benzinga.com/media/25/03/44349466/trump-trade-policy-a-big-headache-for-customers-says-apple-supplier-foxconns-ceo-very-very-hard-to-predict-how-things-will-develop" rel="noreferrer noopener">Amazon.com, Inc</a>.&nbsp;
As the AI race intensifies,&nbsp;Baidu, Inc.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BIDU#NASDAQ">BIDU</a>) has positioned itself as a serious contender by launching two new <a target="_blank" href="https://www.benzinga.com/25/03/44349635/baidu-says-its-new-ai-is-smarter-than-deepseeks-and-costs-half-as-much-excellent-multimodal-understanding-ability" rel="noreferrer noopener">models it says rival top competitors</a>.
Once a&nbsp;potential acquisition target&nbsp;for&nbsp;Amazon.com, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>),&nbsp;iRobot Corp&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/IRBT#NASDAQ">IRBT</a>) — the maker of&nbsp;Roomba&nbsp;— is now playing catch-up to hold <a target="_blank" href="https://www.benzinga.com/25/03/44349807/amazon-pursued-roomba-parent-once-but-now-the-companys-robot-vacuums-face-heat-from-chinese-rivals" rel="noreferrer noopener">its ground against Chinese competitors</a>.
On The Late Show with&nbsp;Stephen Colbert,&nbsp;LinkedIn&nbsp;co-founder and tech entrepreneur&nbsp;Reid Hoffman&nbsp;voiced concern about&nbsp;Elon Musk&#8217;s&nbsp;growing influence over&nbsp;U.S. government operations, warning that treating public service like a startup <a target="_blank" href="https://www.benzinga.com/25/03/44369839/linkedin-co-founder-reid-hoffman-tells-stephen-colbert-why-elon-musk-running-the-doge-department-like-a-business-should-worry-us-all-government-and-companies-are-not-the-same" rel="noreferrer noopener">could come with serious consequences</a>.
Just days ahead of its expected unveiling,&nbsp;Alphabet Inc.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>)&nbsp;subsidiary&nbsp;Google's Pixel 9a&nbsp;has appeared in full in hands-on video reviews, revealing the budget phone&#8217;s refreshed <a target="_blank" href="https://www.benzinga.com/25/03/44372020/google-pixel-9a-fully-leaks-in-hands-on-videos-before-launchflat-design-48mp-camera-and-5100mah-battery-revealed" rel="noreferrer noopener">design and upgraded specs</a>.
SoundHound AI, Inc.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOUN#NASDAQ">SOUN</a>) is presenting its conversational AI voice technology this week at the 2025 NVIDIA GPU Technology <a target="_blank" href="https://www.benzinga.com/news/events/25/03/44380519/soundhound-ai-at-2025-nvidia-gpu-technology-conference-in-car-voice-commerce-ecosystem-a-game-changer-for-automotivetech" rel="noreferrer noopener">Conference (GTC) in&nbsp;San Jose, California</a>.&nbsp;
A&nbsp;new memoir by a former&nbsp;Meta Platforms Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) executive reveals how&nbsp;Facebook's massive campaign to promote Free Basics in India was <a target="_blank" href="https://www.benzinga.com/media/25/03/44351682/meta-whistleblower-reveals-how-a-low-ranking-indian-official-outsmarted-mark-zuckerberg-and-crushed-facebooks-free-basics-with-one-single-click" rel="noreferrer noopener">ultimately undone by a single click</a>.
A renowned industry analyst has said that&nbsp;Nvidia Corp.'s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) GTC 2025 conference&nbsp;could serve as a key turning point for its stock—but only if the company tackles investor concerns around its next-gen AI chips, server <a target="_blank" href="https://www.benzinga.com/tech/25/03/44352209/gtc-2025-could-reignite-nvidias-stock-rally-but-only-if-b300-ai-server-roadmap-and-scaling-concerns-are-addressed-says-top-analyst" rel="noreferrer noopener">production, and the future of scaling laws</a>.
Nvidia is betting big on embodied AI, with a generalist robot brain that mimics human cognition and <a target="_blank" href="https://www.benzinga.com/tech/25/03/44390580/nvidia-just-unveiled-a-humanoid-ai-brain-which-allows-robots-to-think-slow-jensen-huang-says-this-could-very-well-likely-be-the-largest-industry-of-all" rel="noreferrer noopener">could help fill a growing labor gap</a>.
Nvidia just landed another heavyweight deal—this time with&nbsp;General Motors Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GM#NYSE">GM</a>)—and it&#8217;s one that could shake <a target="_blank" href="https://www.benzinga.com/trading-ideas/long-ideas/25/03/44399929/how-the-nvidia-gm-partnership-could-challenge-tesla-boost-uber" rel="noreferrer noopener">up&nbsp;the autonomous driving race.</a>
At the GTC 2025 conference in San Jose,&nbsp;Nvidia announced that the company&#8217;s newly released open-source software,&nbsp;Dynamo, can make China&#8217;s&nbsp;DeepSeek R1&nbsp;AI model 30 times faster <a target="_blank" href="https://www.benzinga.com/media/25/03/44393971/nvidia-says-dynamo-can-make-deepseek-r1-30x-faster-with-blackwell-months-after-the-ai-model-sparked-selloff-leading-to-a-600-billion-drop-in-its-market-cap" rel="noreferrer noopener">when run on its latest&nbsp;</a><a target="_blank" href="https://www.benzinga.com/media/25/03/44393971/nvidia-says-dynamo-can-make-deepseek-r1-30x-faster-with-blackwell-months-after-the-ai-model-sparked-selloff-leading-to-a-600-billion-drop-in-its-market-cap" rel="noreferrer noopener">Blackwell GPU</a><a target="_blank" href="https://www.benzinga.com/media/25/03/44393971/nvidia-says-dynamo-can-make-deepseek-r1-30x-faster-with-blackwell-months-after-the-ai-model-sparked-selloff-leading-to-a-600-billion-drop-in-its-market-cap" rel="noreferrer noopener">&nbsp;chips</a>.
Nvidia Corporation&nbsp;CEO&nbsp;Jensen Huang&nbsp;dismissed reports that the company is involved in any&nbsp;negotiations to take over&nbsp;<a target="_blank" href="https://www.benzinga.com/tech/25/03/44409577/nvidia-ceo-jensen-huang-shuts-down-rumors-of-intel-foundry-takeover-nobodys-invited-us-to-a-consortium" rel="noreferrer noopener">Intel Corp's</a><a target="_blank" href="https://www.benzinga.com/tech/25/03/44409577/nvidia-ceo-jensen-huang-shuts-down-rumors-of-intel-foundry-takeover-nobodys-invited-us-to-a-consortium" rel="noreferrer noopener">&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) foundry operations</a>.
Short seller The Bear Cave has taken a swipe at Ibotta Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBTA#NYSE">IBTA</a>) in a new report highlighting slowing growth and collapsing <a href="https://www.benzinga.com/25/03/44420450/short-seller-says-ibotta-is-a-broken-business-bound-for-lower-share-prices" target="_blank" rel="noreferrer noopener">customer and employee relationships</a>.
Smartphones/Electronics
Apple Inc.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) is reportedly entering its annual Top 100 executive retreat this week. This comes amid&nbsp;mounting criticism over&nbsp;the company&#8217;s <a target="_blank" href="https://www.benzinga.com/media/25/03/44350512/apples-ai-crisis-reaches-boiling-point-ahead-of-top-100-executive-retreat-tim-cook-and-key-execs-called-out-over-siri-failure-by-top-analyst" rel="noreferrer noopener">stalled artificial intelligence efforts</a>.
Security researchers found that the&nbsp;Passwords&nbsp;app introduced with&nbsp;Apple&#8217;s iOS 18&nbsp;was using unencrypted HTTP connections, exposing users to potential phishing <a target="_blank" href="https://www.benzinga.com/25/03/44390868/apples-new-passwords-app-left-users-exposed-to-phishing-attacks-for-months-due-to-serious-http-flaw-researchers-reveal" rel="noreferrer noopener">attacks until a quiet fix was issued</a>.
Eric Migicovsky, the creator of the original&nbsp;Pebble&nbsp;smartwatch, has said&nbsp;Apple&#8217;s&nbsp;iOS&nbsp;restrictions&nbsp;stifle innovation&nbsp;and make building third-<a target="_blank" href="https://www.benzinga.com/media/25/03/44411733/pebble-founder-echoes-mark-zuckerbergs-concerns-slams-apple-for-making-it-nearly-impossible-to-build-smartwatches-that-work-with-iphone" rel="noreferrer noopener">party wearables a painful uphill battle</a>.
After months of investor frustration,&nbsp;Samsung Electronics Co.&#8217;s&nbsp;(OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>) leadership is once&nbsp;again on the defensive—this time pledging bold moves to recover <a target="_blank" href="https://www.benzinga.com/media/25/03/44390468/samsung-apologizes-yet-again-for-ai-missteps-promises-major-deals-as-shareholders-fume-over-plunging-stock-our-company-failed-to" rel="noreferrer noopener">lost ground in AI and chip dominance</a>.
Qualcomm&nbsp;Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>) has launched three new Snapdragon G-series platforms designed to elevate handheld gaming <a target="_blank" href="https://www.benzinga.com/markets/25/03/44392577/qualcomm-makes-a-renewed-push-into-handheld-gaming-unveils-3-new-snapdragon-g-series-gaming-chipsets" rel="noreferrer noopener">experiences across various platforms</a>.
Artificial Intelligence (AI)
A new study suggests artificial intelligence has officially passed the meme Turing Test, with large language models now generating memes rated funnier <a target="_blank" href="https://www.benzinga.com/tech/25/03/44369538/ai-just-passed-the-meme-turing-test-study-finds-llms-now-create-funnier-memes-than-most-humans" rel="noreferrer noopener">than those created by the average human</a>.
A blockchain project backed by&nbsp;Sam Altman&nbsp;is working to fight off AI bots in video games, one of the latest news pieces since the company <a target="_blank" href="https://www.benzinga.com/general/gaming/25/03/44387858/sam-altman-wants-to-get-rid-of-ai-bots-in-video-games-heres-the-why-and-how" rel="noreferrer noopener">rebranded from&nbsp;</a><a target="_blank" href="https://www.benzinga.com/general/gaming/25/03/44387858/sam-altman-wants-to-get-rid-of-ai-bots-in-video-games-heres-the-why-and-how" rel="noreferrer noopener">Worldcoin&nbsp;</a><a target="_blank" href="https://www.benzinga.com/general/gaming/25/03/44387858/sam-altman-wants-to-get-rid-of-ai-bots-in-video-games-heres-the-why-and-how" rel="noreferrer noopener">to&nbsp;</a><a target="_blank" href="https://www.benzinga.com/general/gaming/25/03/44387858/sam-altman-wants-to-get-rid-of-ai-bots-in-video-games-heres-the-why-and-how" rel="noreferrer noopener">World Inc.</a>
Andrej Karpathy, the former&nbsp;Tesla&nbsp;autopilot head&nbsp;and an ex-OpenAI&nbsp;researcher has outlined practical steps to improve digital privacy and security, offering a clear roadmap for anyone looking to <a target="_blank" href="https://www.benzinga.com/tech/25/03/44391397/former-tesla-autopilot-head-shares-ultimate-digital-hygiene-tips-and-tricks-andrej-karpathys-no-brainer-guide-to-safe-and-private-computing" rel="noreferrer noopener">protect their online identity better</a>.

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Consumer Tech News (Mar 17-Mar 21): Google To Acquire Wiz, US Bans DeepSeek, Nvidia Does Big Revealation At GTC 2025 Event & More

<a href="https://www.usitc.gov/press_room/news_release/2025/er0321_66680.htm" title="https://www.usitc.gov/press_room/news_release/2025/er0321_66680.htm">https://www.usitc.gov/press_room/news_release/2025/er0321_66680.htm</a>

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'USITC Institutes Section 337 Investigation Of Certain Foreign-fabricated Semiconductor Devices, Products Containing The Same, And Components Thereof' - U.S. International Trade Commission

The future of telecommunications is now and investors are paying attention. With NVIDIA&#8217;s recent foray into AI-native 6G networks, the world is changing fast and there are huge opportunities for <a href="https://www.benzinga.com/etfs">telecom, AI, and semiconductor ETFs</a>.
Defiance ETFs CEO Sylvia Jablonski thinks this revolution is only just starting. &#8220;Telecom companies that want to stay competitive will need to invest in AI-powered networks, partner with AI tech leaders and upgrade to cutting-edge semiconductor technology. That's exactly why we built the Defiance Connective Technologies ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SIXG#NASDAQ">SIXG</a>) to capture this AI-driven telecom revolution,&#8221; she told Benzinga.
Nvidia Corp.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) new <a href="https://nvidianews.nvidia.com/news/nvidia-and-telecom-industry-leaders-to-develop-ai-native-wireless-networks-for-6g">deals </a>with T-Mobile Us Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TMUS#NASDAQ">TMUS</a>), MITRE, Cisco Systems Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>), ODC, and Booz Allen Hamilton Holding Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BAH#NYSE">BAH</a>) that were announced in the GTC 2025 are a significant step forward in AI-powered telecommunications. Nvidia is taking the lead in the deployment of AI in wireless network hardware, software and infrastructure, paving the way for new-gen connectivity.
For investors, this transition offers attractive opportunities. The need for AI-driven networking chips, cloud computing infrastructure, telecom software and cybersecurity is likely going to boom. Broadcom Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), Marvell Technology Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>), Qualcomm Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>), Amazon.com Inc.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) AWS, Alphabet Inc.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>)(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) Google Cloud, Oracle Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NASDAQ">ORCL</a>), Cisco Systems, Ericsson and Nokia Oyj (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NOK#NYSE">NOK</a>) are likely to gain. Naturally, ETFs holding stocks of these companies are seeing an upside potential, too.
Also Read: <a href="https://www.benzinga.com/25/03/44418376/is-nvidia-sitting-on-the-ai-goldmine-no-one-sees-yet">Is Nvidia Sitting On The AI Goldmine No One Sees Yet?</a>
<h1 class="wp-block-heading">ETFs That Stand To Gain</h1>
Jablonski points out that ETFs such as Defiance Connective Technologies provide exposure to these leaders, enabling investors to be part of the revolution in telecom networks.
Outside of that ETF, a number of other ETFs stand to gain from Nvidia&#8217;s and the telecom sector&#8217;s AI-led transformation:
• Global X Artificial Intelligence &amp; Technology ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AIQ#NASDAQ">AIQ</a>) targets AI-led innovation across sectors, such as cloud computing and telecommunications. 
• VanEck Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMH#NASDAQ">SMH</a>) contains top semiconductor players such as Nvidia, Broadcom and Qualcomm that form the backbone of AI-driven networking. 
• iShares U.S. Telecommunications ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/IYZ#BATS">IYZ</a>) offers exposure to large telecom companies such as Verizon Communications Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VZ#NYSE">VZ</a>) and T-Mobile. 
• ARK Autonomous Technology &amp; Robotics ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/ARKQ#BATS">ARKQ</a>) contains firms utilizing AI-based connectivity for automation and future mobility. 
• First Trust Nasdaq Cybersecurity ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CIBR#NASDAQ">CIBR</a>) also covers cybersecurity companies such as Palo Alto Networks Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NASDAQ">PANW</a>) and CrowdStrike Holdings Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWD#NASDAQ">CRWD</a>), which will be instrumental in protecting <a href="https://www.crowdstrike.com/platform/">AI-native</a> 6G <a href="https://www.paloaltonetworks.com/blog/2024/11/a-security-first-approach-to-6g/#:~:text=Next%20Steps,development%20and%20deployment%20of%206G.">networks</a>.
The actual impact of AI-enabled 6G is much greater than the telecommunications sector. From health and finance to manufacturing and self-driving cars, AI-enhanced networks will bring efficiency, security and performance to many different industries. 
Jablonski noted, &#8220;AI-integrated telecom networks will boost productivity and connectivity across several industries: healthcare – enabling remote surgeries, real-time diagnostics and telemedicine; finance, strengthening cybersecurity for transactions and real-time market analysis; manufacturing, enhancing automation and predictive maintenance and autonomous vehicles, powering AI-native Vehicle-to-Everything (V2X) communication.&#8221;
The financial benefit won&#8217;t directly touch consumers&#8217; wallets. &#8220;In the short term, telecom companies will likely use AI-driven efficiency to increase their profits as they recover infrastructure investment costs. Over time, as AI optimizes network operations, consumers could see more competitive pricing and improved services — similar to how cloud services have evolved.&#8221; 
In the long run, with AI optimizing network operations, customers may experience more competitive rates and better services.
But, AI-driven networks may create a divide between telecom and tech giants. &#8220;Companies like AWS, Google Cloud and Microsoft Azure are expanding into telecom with AI-driven cloud services. Traditional telecom providers that fail to adapt may struggle to compete with these tech-driven companies,&#8221; she noted.
Nvidia&#8217;s AI-native 6G project is a game-changer and the investment environment is changing rapidly. With partnerships that range from telecom behemoths to cloud and cybersecurity companies, the argument for ETFs such as Defiance Connective Technologies ETF and Defiance Quantum ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QTUM#NASDAQ">QTUM</a>) has never been more compelling. As AI-powered networks redefine connectivity, investors can seize the opportunity to ride the future of telecommunications technology.
Read Next: • <a href="https://www.benzinga.com/25/03/44406384/alphabets-mega-cybersecurity-bet-3-etfs-poised-for-a-jackpot">Alphabet Bets Big On Cybersecurity: 3 ETFs Poised For A Jackpot</a>
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EXCLUSIVE: Why Defiance ETF CEO Sees Big Gains Ahead During Nvidia's 6G Revolution

Global

'The Competition In China's Electric Vehicle Market Is Becoming More Intense Due To The Accelerated Advancement Of Intelligent Driving Technology. According To Recent Rumors, Qualcomm Has Entered The Supply Chain For Fundamental Smart Driving Models Of First-Tier Automakers By Cutting Prices' - DigiTimes Alert

On Wednesday, Nvidia Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) CEO Jensen Huang dismissed reports that the company is involved in any <a href="https://in.benzinga.com/markets/equities/25/03/44271204/tsmc-proposes-joint-venture-with-nvidia-amd-and-broadcom-to-operate-intels-factories-report">negotiations to take over</a> Intel Corp&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) foundry operations.
What Happened: &#8220;I don&#8217;t know where that came from but nobody&#8217;s invited us to a consortium,&#8221; Huang said during a press briefing at Nvidia's GTC conference, <a href="https://asia.nikkei.com/Business/Tech/Semiconductors/Nvidia-not-in-talks-with-TSMC-to-take-over-Intel-foundry-Jensen-Huang">reported</a> Nikkei Asia. &#8220;I&#8217;m not trying to say it&#8217;s not news, but nobody invited me.&#8221;
Earlier this month, it was reported that Taiwan Semiconductor Mfg. Co. Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) had approached Nvidia and other major U.S. semiconductor firms to support a plan to manage Intel's foundry division.
See Also:&nbsp;<a href="https://www.benzinga.com/news/management/25/01/43274796/jensen-huang-loses-20b-in-wealth-how-deepseek-hit-nvidia-stock-and-worlds-richest-people" target="_blank" rel="noreferrer noopener">Jensen Huang Loses $20B In Wealth: How DeepSeek Hit Nvidia Stock And World&#8217;s Richest People</a>
The reports also suggested that TSMC approached Qualcomm Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>).
Although Huang denied involvement in the alleged talks, he highlighted Nvidia's growing need for onshore manufacturing in the U.S., particularly amid ongoing tariff uncertainty.
&#8220;In the near term, based on what we know, we&#8217;re not expecting a significant impact [from Trump tariffs] on our outlook,&#8221; he stated, adding, &#8220;Long term, we want to retain the [supply chain] agility, but add a very significant part of our agility which is onshore.&#8221;
Subscribe to the&nbsp;<a href="https://bztechtrends.beehiiv.com/subscribe" target="_blank" rel="noreferrer noopener">Benzinga Tech Trends newsletter</a>&nbsp;to get all the latest tech developments delivered to your inbox.
Why It's Important: Intel&#8217;s stock has dropped more than 42.64% in the past 12 months, with the company posting a net loss of $18.8 billion in 2024. According to a company filing, as of Dec. 31, its foundry division&#8217;s assets were valued at $108 billion.
Meanwhile, Nvidia has seen a significant drop in its market capitalization, losing <a href="https://in.benzinga.com/25/03/44392370/nvidia-destroys-420-billion-of-investor-wealth-since-deepseek-launch-valuation-hits-a-29-month-low-as-gtc-fails-to-ignite-stock">$420 billion since</a> the launch of its DeepSeek initiative in January 2025.
This decline was exacerbated by a lackluster response to <a href="https://in.benzinga.com/news/large-cap/25/03/44396572/nvidia-introduces-new-ai-and-robotics-tools-at-gtc-powering-the-future-of-technology">announcements made at the recent GTC AI</a> Conference despite unveiling <a href="https://www.benzinga.com/tech/25/03/44390580/nvidia-just-unveiled-a-humanoid-ai-brain-which-allows-robots-to-think-slow-jensen-huang-says-this-could-very-well-likely-be-the-largest-industry-of-all">new AI and robotics tools</a>, including the DGX SuperPOD powered by Blackwell Ultra GPUs.&nbsp;
Despite these setbacks, Nvidia continues to lead in AI technology, with a roadmap extending to 2028. According to JPMorgan analyst Harlan Sur, Nvidia remains &#8220;<a href="https://in.benzinga.com/25/03/44396940/nvidias-ai-reign-extends-to-2028-jpmorgan-says-its-still-1-2-steps-ahead">1-2 steps ahead</a>&#8221; in AI acceleration
Price Action: Nvidia&#8217;s stock rose 1.81% on Wednesday, closing at $117.52. In after-hours trading, it climbed another 1.08% to reach $118.79. So far this year, the company&#8217;s shares have declined by 15.03%, according to <a href="http://pro.benzinga.com/">Benzinga Pro</a>.
Image: Shutterstock
Check out more of Benzinga's Consumer Tech coverage by&nbsp;<a href="https://www.benzinga.com/topic/consumer-tech" target="_blank" rel="noreferrer noopener">following this link</a>.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/24/12/42260222/how-nvidia-ceos-clever-but-nerdy-pick-up-line-turned-a-homework-proposal-into-marriage-while-building-338-trillion-ai-chip-giant-along-the-way" target="_blank" rel="noreferrer noopener">How Nvidia CEO Jensen Huang&#8217;s Clever Pick-Up Line Turned A Homework Proposal Into Marriage While Building $3.38 Trillion AI Chip Giant Along The Way</a></li>
</ul>
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Nvidia CEO Jensen Huang Shuts Down Rumors Of Intel Foundry Takeover: 'Nobody's Invited Us To A Consortium'

Qualcomm Inc.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>) has launched three new Snapdragon G-series platforms designed to elevate handheld gaming experiences across various platforms.
What Happened: At the Game Developers Conference on Monday, Qualcomm unveiled these chipsets for handheld gaming devices and consoles. These latest additions to Qualcomm&#8217;s gaming processor lineup provide gamers with a broader selection of options across various platforms, including cloud, console, Android, and PC, according to <a href="https://wccftech.com/qualcomm-unveils-three-new-snapdragon-g-series-socs-for-gaming-handheld-devices/">a</a> report by Wccftech.
The Snapdragon G3 Gen 3, the most potent G-series chipset from Qualcomm to date, is specifically engineered for Android-powered handheld gaming devices.
Qualcomm&#8217;s chipset boosts CPU performance by 30% and graphics power by 28% while supporting Wi-Fi 7 for lower latency and better connectivity.
The&nbsp;Snapdragon G2 Gen 2 chipset, optimized for cloud gaming, offers substantial performance enhancements. Qualcomm claims its new version offers 2.3x faster CPU and 3.8x faster GPU performance, along with Wi-Fi 7 support for smoother gaming up to 144FPS.
The Snapdragon G1 Gen 2, designed for handheld cloud gaming on Android, supports 1080p at 120FPS. It boasts an 80% faster CPU and 25% faster GPU than its predecessor, offering a budget-friendly gaming option.
The chipmaker has also announced&nbsp;collaborations with brands such as&nbsp;Ayaneo, Onexsugar, and Retroid Pocket, and expects&nbsp;gaming devices powered by the&nbsp;latest Snapdragon G-series chips to hit the market within the first&nbsp;quarter of 2025.
SEE ALSO: <a href="https://www.benzinga.com/tech/25/03/44391397/former-tesla-autopilot-head-shares-ultimate-digital-hygiene-tips-and-tricks-andrej-karpathys-no-brainer-guide-to-safe-and-private-computing">Former Tesla Autopilot Head Shares Ultimate Digital Hygiene Tips And Tricks — Andrej Karpathy&#8217;s &#8216;No Brainer&#8217; Guide To Safe And Private Computing</a>
Why It Matters: Qualcomm&#8217;s renewed efforts into the handheld market come as Advanced Micro Devices Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) continues to dominate the segment, particularly following the launch of its Phoenix APU generation.
Qualcomm unveiled the first Snapdragon G3x Gen 1 chip in December 2021, followed by the Snapdragon G2x Gen 2 in 2023, alongside the Snapdragon G2 and G1, catering to three tiers of gaming performance. However, it faced challenges due to its emphasis on Arm-based chips instead of x86 processors.
Qualcomm's strong emphasis on leading-edge innovation will likely give it a competitive edge in the long run. The latest Snapdragon G-series chipsets highlight Qualcomm&#8217;s aim of delivering improved gaming experiences across various platforms.
Earlier in February, Qualcomm introduced a new brand portfolio,&nbsp;<a href="https://www.benzinga.com/tech/25/02/43939774/qualcomm-unveils-dragonwing-to-articulate-the-value-proposition-for-customers">Dragonwing</a>, which operates outside of Snapdragon and covers sectors like industrial and embedded IoT, networking infrastructure, and cellular infrastructure. 
Qualcomm holds a momentum rating of 37.65% and a growth rating of 72.55%, according to&nbsp;<a href="https://www.benzinga.com/report/QCOM" target="_blank" rel="noreferrer noopener">Benzinga&#8217;s Proprietary Edge Rankings</a>. The Benzinga Growth metric evaluates a stock's historical earnings and revenue expansion across multiple timeframes, prioritizing both long-term trends and recent performance. For an in-depth report on more stocks and insights into growth opportunities,&nbsp;<a href="https://www.benzinga.com/screener/top-momentum-stocks" target="_blank" rel="noreferrer noopener">sign</a>&nbsp;<a href="https://www.benzinga.com/screener/top-momentum-stocks" target="_blank" rel="noreferrer noopener">up for Benzinga Edge.</a>
Qualcomm stock dropped 1.05% to close at $156.29 on Tuesday. The stock has lost over 10% in the past six months.
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="450" height="284" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/19043327/image-155.png" alt="" class="wp-image-830950" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/19043327/image-155.png 450w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/19043327/image-155-300x189.png 300w" sizes="(max-width: 450px) 100vw, 450px" /></figure>
READ MORE:
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<li><a href="https://www.benzinga.com/25/03/44391851/purdue-pharma-files-for-bankruptcy-proposes-new-74-billion-settlement-plan-in-opioid-case">Purdue Pharma Says It Will Transform Into &#8216;Public Benefit Company,&#8217; As It Files For Bankruptcy — Proposes $7.4 Billion Settlement In Opioid Case</a></li>
</ul>
Image via Shutterstock
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Qualcomm Makes A Renewed Push Into Handheld Gaming, Unveils 3 New Snapdragon G-Series Gaming Chipsets

Dividends

Qualcomm Increases Quarterly Dividend From $0.85 To $0.89/Share

In a move to replace U.S. components in its PC business, Chinese tech giant Huawei Technologies has made significant progress in creating its in-house computer chips
What Happened: Huawei&#8217;s chip design subsidiary, HiSilicon, has developed the Kirin X90 chip, which recently received a Level 2 national certification for security and reliability from the government-supported China Information Technology Security Evaluation Centre.
This voluntary certification enables companies to evaluate the security standards of their locally designed and manufactured computers, server CPUs, and systems, often acting as a gateway to adoption.
The company's in-house Kirin 9000C and Kirin 9006C chips, utilized in the Qingyun W515x personal computer and Qingyun L540 laptop, respectively, have already obtained certifications. The Qingyun computer series is tailored for government and enterprise users.
Huawei&#8217;s license to use Microsoft Corp.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) Windows operating system is set to expire this month without renewal. According to a report from the Chinese news outlet Thepaper.cn, the company plans to launch PCs equipped with its own HarmonyOS system later this year.
SEE ALSO: <a href="https://www.benzinga.com/25/03/44354592/warren-buffett-backed-byd-eyes-germany-for-third-european-plant-amid-tariff-concerns-report">Warren Buffett-Backed BYD Eyes Germany For Third European Plant Amid Tariff Concerns: Report</a>
Why It Matters: This development comes as Huawei seeks to replace U.S. components in its PC business amid ongoing U.S. sanctions. In May, Washington rescinded special licenses that had permitted chip suppliers Qualcomm Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>) and Intel Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) to sell older-generation semiconductors to Huawei which was used in its laptops and smartphones.
Furthermore, there are growing concerns in China about the escalating trade tensions with the US. Chinese President Xi Jinping has expressed fears that these <a href="https://www.benzinga.com/25/03/44161587/is-china-apprehensive-of-losing-the-trade-war-to-the-us-china-could-get-isolated-like-moscow-fears-xi-jinping">tensions might lead</a> to China&#8217;s isolation, similar to the Soviet Union&#8217;s during the Cold War.
Huawei&#8217;s development of its own computer chips and operating system is a significant move in this ongoing tech war, demonstrating the company&#8217;s efforts to reduce its reliance on American technology amid increasing sanctions and trade tensions.
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<li>READ MORE: <a href="https://www.benzinga.com/25/03/44355124/intels-new-ceo-charts-bold-revival-plan-warns-of-tough-decisions-ahead-reports">Intel&#8217;s New CEO Charts Revival Plan, Warns Of &#8216;Tough Decisions&#8217; Ahead: Report</a></li>
</ul>
Image via Shutterstock
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Huawei Develops In-House Chips To Counter US Sanctions, Leap Ahead In The Tech War

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Shares of semiconductor and chip stocks are trading higher. The sector may be gaining amid an overall market rebound after experiencing recent weakness due to tariff uncertainty.

Micron Technology, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MU#NASDAQ">MU</a>) stock is trading higher on Wednesday amid a rebound in technology stocks following softer-than-expected Consumer Price Index (CPI) data <a href="https://www.benzinga.com/economics/macro-economic-events/25/03/44274165/inflation-cools-more-than-expected-in-february-strengthens-the-case-for-fed-rate-cuts">for February</a>.
What To Know: The Bureau of Labor Statistics (BLS) reported today that the CPI decreased from 3.0% year-over-year in January to 2.8% in February, below economist expectations of 2.9%. On a month-to-month basis, CPI rose 0.2% in February, down from 0.5% in January and below the 0.3% forecast.
Furthermore, core inflation, which excludes food and energy prices, moderated to 3.1% year-over-year in February, a decline from 3.3% in January and below the expected 3.2%.
Technology stocks may be rebounding after the BLS report, which suggests easing inflation and creates a more favorable environment for technology companies. Slower inflation reduces the likelihood of aggressive interest rate hikes and lowers borrowing costs.
What Else: Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) <a href="https://www.benzinga.com/markets/equities/25/03/44271204/tsmc-proposes-joint-venture-with-nvidia-amd-and-broadcom-to-operate-intels-factories-report">has proposed</a> a joint venture to NVIDIA Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), Advanced Micro Devices, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), Qualcomm (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>) and Broadcom, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), where the companies would manage Intel Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>)'s factories. TSM would oversee Intel&#8217;s foundry division, which customizes chips for customers.
Additionally, under the proposal, TSM would hold no more than a 50% stake in the venture. This follows a request from the Trump administration for the company to help restore Intel&#8217;s strength.
Investors may see the venture as a way to boost chip production efficiency and ease supply chain issues. This could benefit companies across the sector and may be helping drive the rebound in technology stocks.
Related Link: <a href="https://www.benzinga.com/news/25/03/44284332/i-feel-like-a-clown-right-now-redditor-regrets-convincing-their-parents-to-buy-spy-and-nvidia-near-the-peak-just-before-the-crash">&#8216;I Feel Like A Clown Right Now&#8217;—Redditor Regrets Convincing Their Parents To Buy SPY And Nvidia Near The Peak, Just Before The Crash</a>
MU Price Action: At the time of writing, Micron stock is trading 8.21% higher at $96.36, according to data from <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>.
Image: via Shutterstock
,

What's Going On With Micron Shares Wednesday?

Shares of NVIDIA, Broadcom, Qualcomm and AMD are trading higher following a report suggesting TSMC pitched a joint venture to the companies to operate Intel's factories.

Intel Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) investors finally got a reason to smile, if only briefly. The <a href="https://www.benzinga.com/quote/sny/news">stock jumped 5.36% </a>in early trading on reports that Taiwan Semiconductor Manufacturing Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) is pitching a joint venture to Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), Advanced Micro Devices Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), Broadcom Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>) and Qualcomm Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>) to take over Intel's struggling foundry business.
While the news offers a potential lifeline, Intel's long-term troubles suggest this may be more of a short-term boost than a full-fledged turnaround.
Read Also: <a href="https://www.benzinga.com//node/44274133">Supermicro Taps Intel Chips To Power Real-Time AI At The Edge, Eyes Growth In IoT And Healthcare</a>
<h2 class="wp-block-heading">Intel Stock In Deep Trouble</h2>
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/pro/?utm_source=BZprocontent&amp;t=be2bearmibe3na1"><img loading="lazy" decoding="async" width="618" height="487" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/12101628/Screenshot-2025-03-12-at-7.46.14-PM.png" alt="" class="wp-image-821069" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/12101628/Screenshot-2025-03-12-at-7.46.14-PM.png 618w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/12101628/Screenshot-2025-03-12-at-7.46.14-PM-300x236.png 300w" sizes="(max-width: 618px) 100vw, 618px" /></a></figure>
<a href="https://www.benzinga.com/pro/?utm_source=BZprocontent&amp;t=be2bearmibe3na1">Chart created using Benzinga Pro</a>
Despite today's pop, Intel stock remains in a steep downtrend. The stock has cratered nearly 54% over the past year and is down over 7% in the past month. From a technical standpoint, the picture remains overwhelmingly bearish. Intel stock, at $20.76, sits well below key moving averages:
<ul>
<li>The eight-day simple moving average (SMA) at $20.84 suggests bearish momentum.</li>
<li>The 20-day SMA at $22.93 confirms Intel's struggles to gain traction.</li>
<li>The 50-day SMA at $21.21 and 200-day SMA at $24.03 both reinforce the bearish outlook.</li>
</ul>
The moving average convergence divergence (MACD) indicator at a negative 0.36 also suggests continued weakness, while the relative strength index (RSI) at 44.74 indicates that Intel stock is approaching oversold territory but hasn&#8217;t signaled a reversal yet.
<h2 class="wp-block-heading">TSMC's Proposal: A Game-Changer Or Just Noise?</h2>
Reports indicate that <a href="https://www.benzinga.com//node/44271204">TSMC is leading discussions for a joint venture</a> to manage Intel's foundry division, which customizes chips for clients. This move aligns with past efforts by the Donald Trump administration to support Intel, ensuring a U.S.-based semiconductor powerhouse remains competitive. 
Any agreement would require government approval and TSMC would be limited to a minority stake to avoid regulatory concerns.
With Intel posting a staggering $18.8 billion net loss in 2024, investors are looking for a catalyst. 
While today's rally suggests traders are optimistic about the JV talks, Intel's downtrend remains firmly intact. Without a concrete turnaround plan, this pop may be short-lived.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com//node/44275575">Wall Street Rockets As February Inflation Cools More Than Expected</a></li>
</ul>
Photo: Shutterstock

Technicals

Intel Stock: Rebounds On TSMC JV Buzz - But Is It Enough To Reverse The Slide?

Taiwan Semiconductor Mfg. Co. Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) has approached U.S. chip designers Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), Advanced Micro Devices (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) and Broadcom Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>) to invest in a joint venture (JV), according to a report on Wednesday.
What Happened: With the joint venture, TSMC aims to operate Intel Corp.'s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) factories, according to a report by Reuters.
The proposal suggests that the Taiwanese chipmaker would manage Intel&#8217;s foundry division, which customizes chips for clients, but would not own more than 50%, according to sources in the report.
TSMC has also approached Qualcomm Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>) for this JV, the report added.
SEE ALSO:<a href="https://www.benzinga.com/markets/equities/25/03/44269513/elon-musk-says-tesla-will-double-us-production-in-2-years-after-trump-backs-ev-giant-amid-stock-slump"> Elon Musk Says Tesla Will Double US Production in 2 Years After Trump Backs EV Giant Amid Stock Slump</a>
The discussions are in early stages and follow a request from the Trump administration for TSMC to aid in revitalizing Intel, a key U.S. industrial entity. The plan details and TSMC&#8217;s outreach to potential partners are being reported for the first time.
Any agreement would require approval from the Trump administration, which opposes full foreign ownership of Intel or its foundry division
Subscribe to the <a href="https://bztechtrends.beehiiv.com/subscribe">Benzinga Tech Trends newsletter</a> to get all the latest tech developments delivered to your inbox.
Intel&#8217;s shares have plummeted over 56% in the past year, and the company reported a net loss of $18.8 billion in 2024. The foundry division&#8217;s assets were valued at $108 billion as of December 31, according to a company filing.
Why It Matters: The proposal from TSMC comes at a time when the company is experiencing significant growth, driven by a surge in demand for its chips used in artificial intelligence applications.
In the first two months of 2025, TSMC<a href="https://www.benzinga.com/25/03/44213860/tsmc-rides-ai-wave-sales-surge-39-in-the-first-two-months-of-2025-on-higher-demand"> reported</a> a 39.2% increase in revenue, highlighting the robust demand for its products.
This growth is part of a broader trend, as TSMC&#8217;s CEO, C. C. Wei, emphasised that their U.S. expansion is<a href="https://www.benzinga.com/25/03/44195821/taiwan-semiconductor-chief-says-us-expansion-driven-by-ai-and-smartphone-boom-warns-of-supply-shortage"> driven</a> by the booming AI and smartphone markets, not political pressure.
This expansion includes a $100 billion investment plan to meet the rising demand from U.S. customers.
Additionally, Meta Platforms Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) has<a href="https://www.benzinga.com/media/25/03/44255195/meta-taps-taiwan-semiconductor-to-build-ai-chip-aims-to-cut-nvidia-dependence-by-2026"> partnered</a> with TSMC to produce its first in-house AI chip, aiming to reduce dependence on suppliers like Nvidia.
This move underscores the growing importance of TSMC in the AI chip market. Meanwhile, Broadcom&#8216;s CEO, Hock Tan, has<a href="https://www.benzinga.com/markets/25/03/44184829/broadcom-ceo-hock-tan-brushes-off-intel-acquisition-speculation-ma-no-im-too-busy"> dismissed</a> speculation about a potential merger with Intel.
Benzinga has reached out to TSMC, Nvidia, Intel, Broadcom and Qualcomm for comments. This story will be updated as and when they respond.
Check out more of Benzinga's Consumer Tech coverage by <a href="https://www.benzinga.com/topic/consumer-tech">following this link</a>.
Read Next:
<a href="https://www.benzinga.com/25/03/44268506/elon-musk-led-spacex-inks-agreements-with-indias-top-telecom-providers-expands-addressable-market-by-over-850-million-users">Elon Musk&#8217;s SpaceX Inks Agreements With India&#8217;s Top Telecom Providers For Starlink, Expanding Access To 850 Million Users</a>
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo courtesy: Shutterstock

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