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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

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;
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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>
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</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.
<ul>
<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.

MSFT

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

WIIM

AMAT

ASML

ENTG

KLAC

LRCX

MKSI

MPWR

NXPI

SMTC

iShares PHLX SOX Semiconductor Sector Index Fund

SOXX

SWKS

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

Trading Ideas

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>.
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Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo courtesy: Shutterstock

TSMC Proposes Joint Venture With Nvidia, AMD And Broadcom To Operate Intel's Factories: Report

On Monday, <a target="_blank" href="https://www.benzinga.com/topic/ai-stocks" rel="noreferrer noopener">Artificial intelligence chip stocks</a>, including&nbsp;Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>),&nbsp;Taiwan Semiconductor Manufacturing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>),&nbsp;Broadcom Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>),&nbsp;Arm Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARM#NASDAQ">ARM</a>), Micron Technology, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MU#NASDAQ">MU</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>) were sliding.
Some reports indicate <a target="_blank" href="https://www.benzinga.com/government/regulations/25/03/44174628/ai-chip-leaders-nvidia-amd-broadcom-slide-amid-marvell-earnings-and-us-policy-concerns" rel="noreferrer noopener">that</a> the U.S. chip subsidies for contract chipmakers like Taiwan Semiconductor may be scrapped. President Donald Trump recently revealed his want to scrap the U.S. CHIPS Act.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/03/44224370/grab-teams-up-with-global-self-driving-giants-eyes-future-of-ride-hailing-in-southeast-asia" rel="noreferrer noopener">Grab Teams Up With Global Self-Driving Firms, Eyes Future of Ride-Hailing In Southeast Asia</a>
Trump&nbsp;is due to meet with the leaders of some of the leading tech companies, including&nbsp;HP Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HPQ#NYSE">HPQ</a>),&nbsp;Intel Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>),&nbsp;International Business Machines Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>), and&nbsp;Qualcomm, which are vulnerable to potential stricter tariff policies in the computer hardware industry.
Tariffs can make manufacturing hubs like China more expensive and potentially disrupt supply chains.
A lot has been brewing in the AI space since ChatGPT parent OpenAI&#8217;s emergence triggered an AI frenzy, prompting global Big Tech giants and startups to splurge on their AI ambitions.
Meanwhile, the U.S. imposed multiple semiconductor sanctions on China, restricting its access to sophisticated semiconductor technology, including AI, citing national security threats.
Today, the VanEck Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMH#NASDAQ">SMH</a>), which trades as a proxy for the top semiconductor stocks, slid into negative return territory on a one-year basis. SMH now has an annual negative return of 2.93% at the time of writing.
SMH had a 52-week high of $283.07 and has fallen 24.20% since. On a year-to-date basis, SMH is down 11.50%. Its biggest holding, Nvidia, is down 30% from its 52-week high of $153.13.
Though Nvidia has lost 20% year-to-date, it is still up by 24.75% on a one-year basis. Its peer Broadcom is still up 42% on a one-year basis but down 20.50% year-to-date. Taiwan Semiconductor is down 14% year-to-date.
The U.S. semiconductor sector has been hot since the AI buzz. However, China caught up in the AI race when DeepSeek launched and claimed that its AI model was built at a fraction of the cost compared to legacy models like ChatGPT.
The U.S. may ban <a target="_blank" href="https://www.benzinga.com/government/regulations/25/03/44201104/usa-targets-deepseek-weighs-restrictions-on-chinas-ai-firm-that-shook-nvidias-market-value-by-600-billion" rel="noreferrer noopener">DeepSeek&#8217;s chatbot from</a> government devices over national security concerns, joining allies like Italy and Canada.
DeepSeek claim cost&nbsp;Nvidia $600 billion in market capitalization in&nbsp;a single day. The Chinese AI startup&#8217;s AI model fueled a $1 trillion market wipeout, prompting U.S. regulators to tighten semiconductor restrictions.
Price Actions: NVDA stock closed lower by 5.03%, TSM -3.64%, AVGO -5.39%, ARM -7.30% on Monday.
Also Read:
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<li><a href="https://www.benzinga.com/analyst-ratings/initiation/25/03/44197740/4-bitcoin-stocks-set-for-growth-analyst-highlights-high-performance-computing-as-key-catalyst" target="_blank" rel="noreferrer noopener">4 Bitcoin Stocks Set For Growth: Analyst Highlights High-Performance Computing As Key Catalyst</a></li>
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Photo via Shutterstock

Slowdown And Tariff Talk Grips The Hottest Sector On Wall Street - Semiconductor ETF Now Has A Negative 1-Year Return

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HIMX

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TSEM

Shares of semiconductor stocks are trading lower amid recession worries due to uncertainty regarding tariffs and trade policy. President Trump said there is a "period of transition."

On March 11, Nothing will begin shipping its new Phone (3a) series, offering premium features under $500—but with a few trade-offs that budget buyers should consider.
What Happened: London-based tech startup Nothing announced the Phone (3a) and Phone (3a) Pro, priced at $379 and $459 respectively last week.
The Phone (3a) went on sale March 4 and ships starting March 11, while the (3a) Pro will be available for purchase March 11 and begins shipping March 25.
Both phones run on the Qualcomm Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>) Snapdragon 7s Gen 3 processor, with 12 GB of RAM, 256 GB of storage, and 5,000 mAh batteries.
See Also:&nbsp;<a href="https://in.benzinga.com/government/regulations/25/03/44190445/palantir-delivers-ai-powered-battle-stations-to-us-army-stock-now-comparable-to-tesla-circa-2015-analyst" target="_blank" rel="noreferrer noopener">Palantir Delivers AI-Powered Battle Stations To US Army, Stock Now Comparable To Tesla Circa 2015: Analyst</a>
The 6.77-inch AMOLED displays offer up to 3,000 nits peak brightness and adaptive refresh rates from 30 to 120 Hz.
Camera hardware includes a 50-MP main sensor, 8-MP ultrawide, and a telephoto lens—2X optical zoom on the 3a, and 3X on the Pro. The Pro also upgrades the selfie camera to 50 MP.
A standout feature is the new AI-powered Essential Key, which captures screenshots or voice notes and uses the Essential Space app to extract relevant information and tasks.
However, the phones lack wireless charging and IP68 water resistance. With only IP64 certification, they can withstand rain but not submersion.
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: The launch of the Phone (3a) series comes as Nothing <a href="https://www.bloomberg.com/news/articles/2025-01-16/phone-startup-nothing-raises-funding-crosses-1-billion-in-lifetime-sales">reportedly</a> seeks to raise at least $100 million in Series C funding to expand operations.
Founded in 2021 by OnePlus co-founder Carl Pei, the company is backed by Google's venture arm and iPod creator Tony Fadell.
Nothing doubled its revenue to over $500 million in 2024 and surpassed $1 billion in lifetime sales, with 7 million units sold across all product categories.
While its top markets are India, Germany, and the U.K., Nothing plans a larger U.S. expansion in 2026.
<figure class="wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio"> 
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<iframe loading="lazy" title="Introducing Phone (3a) Series &#x7C; Nothing TV" width="500" height="281" src="https://www.youtube.com/embed/ZizbGaSnIUE?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe>
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</figure>
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>.
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<li><a href="https://www.benzinga.com/25/03/44149586/credo-expands-hyperscaler-partnerships-with-amazon-microsoft-xai-amid-nvidia-powered-ai-boom" target="_blank" rel="noreferrer noopener">Analysts Highlight Credo Hyperscaler Partnerships With Amazon, Microsoft, xAI Amid AI Boom</a></li>
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Disclaimer:&nbsp;This content was partially produced with the help of&nbsp;<a href="https://www.benzinga.com/author/benzinga-neuro" target="_blank" rel="noreferrer noopener">Benzinga Neuro</a>&nbsp;and was reviewed and published by Benzinga editors.
Photo courtesy: Nothing

Nothing Launches Phone (3a), (3a) Pro With Flagship Specs Under $500: Shipping Starts March 11, But No Wireless Charging Or IP68 Rating

QRVO

Shares of semiconductor stocks are trading higher following strong guidance from Broadcom.

In the face of Beijing&#8217;s crackdown on Taiwan independence supporters, Taiwan is reportedly contemplating issuing travel advisories for its citizens visiting countries closely aligned with China, including Laos and Cambodia.
What Happened: The proposed action is a reaction to China&#8217;s campaign against supporters of Taiwan&#8217;s independence, according to a senior Taiwan official and an internal memo, reported Reuters. 
China, which views Taiwan as part of its territory, introduced guidelines last year to punish Taiwan independence activists, including the possibility of the death penalty, despite lacking jurisdiction over the island.
According to an official, Taiwanese citizens in Cambodia, Laos, and some unspecified African nations may face the risk of being investigated amid suspicion of supporting independence. According to a memo from the Taiwan government, Beijing&#8217;s embassies and overseas police stations in countries that maintain strong ties with China were instructed to enforce the guidelines by focusing on Taiwanese tourists, students, and residents.
SEE ALSO: <a href="https://www.benzinga.com/personal-finance/25/03/44172672/dave-ramsey-says-no-question-tariffs-will-100-raise-prices-walmart-doesnt-pay-taxes-you-pay-taxes-when-you-buy-potato-chips-at-walmart">Dave Ramsey Says &#8216;No Question&#8217; Tariffs Will &#8216;100%&#8217; Raise Prices — &#8216;Walmart Doesn&#8217;t Pay Taxes. You Pay Taxes When You Buy Potato Chips At Walmart&#8217;</a>
Why It Matters: The strained relations between Taiwan and China have been further complicated by economic factors. In February,&nbsp;<a href="https://www.benzinga.com/markets/equities/25/02/43966206/china-warns-tsmc-could-becom[%E2%80%A6]semiconductor-manufacturing-co-as-trump-pushes-us-chipmaking">China accused Taiwan</a>&nbsp;of trying to give up its semiconductor industry to the United States to gain political support. This was in response to reports of Taiwan Semiconductor Mfg. Co. Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) discussing a stake in Intel Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>).
However, Taiwan Semiconductor announced a <a href="https://www.benzinga.com/trading-ideas/movers/25/03/44124444/taiwan-semiconductor-rises-as-100-billion-u-s-expansion-defies-market-downturn">massive $100 billion</a> investment in advanced semiconductor manufacturing in the United States in early March. This move, adding to the company&#8217;s ongoing $65 billion project in Phoenix, Arizona, brings its total U.S. commitment to $165 billion. 
TSMC&#8217;s investment in the U.S. is yet to receive approval from the Taiwanese government based on state laws. According to the opposition party, KMT, this deal could jeopardize Taiwan&#8217;s security. A report in The Guardian quoted KMT legislator Ko Ju-Chun saying, &#8220;The more TSMC produces in the U.S., the lower Taiwan's geopolitical importance will be, and the less incentive the US will have to help Taiwan in the future."
Notably, major US tech giants like Apple (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), NVIDIA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), AMD (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>), Intel, and others rely heavily on TSMC. 
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<li>READ MORE: <a href="https://www.benzinga.com/markets/cryptocurrency/25/03/44187933/coinbase-ceo-brian-armstrong-lauds-donald-trump-for-incredible-execution-in-establishing-strategic-bitcoin-reserve">Coinbase CEO Brian Armstrong Lauds Donald Trump For &#8216;Incredible Execution&#8217; In Establishing Strategic Bitcoin Reserve</a></li>
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Image via Shutterstock
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Taiwan Mulls Travel Warnings For Pro-China Nations Amid Beijing's Crackdown On Independence Supporters: Report

Deep-pocketed investors have adopted a bearish approach towards Qualcomm (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>), and it's something market players shouldn't ignore. Our tracking of public options records at Benzinga unveiled this significant move today. The identity of these investors remains unknown, but such a substantial move in QCOM usually suggests something big is about to happen.
We gleaned this information from our observations today when Benzinga's options scanner highlighted 34 extraordinary options activities for Qualcomm. This level of activity is out of the ordinary.
The general mood among these heavyweight investors is divided, with 44% leaning bullish and 50% bearish. Among these notable options, 20 are puts, totaling $1,156,768, and 14 are calls, amounting to $2,071,366.
<h3>Expected Price Movements</h3>
Based on the trading activity, it appears that the significant investors are aiming for a price territory stretching from $130.0 to $210.0 for Qualcomm over the recent three months. 
<h3>Volume &amp; Open Interest Development</h3>
Looking at the volume and open interest is an insightful way to conduct due diligence on a stock.
This data can help you track the liquidity and interest for Qualcomm's options for a given strike price.
Below, we can observe the evolution of the volume and open interest of calls and puts, respectively, for all of Qualcomm's whale activity within a strike price range from $130.0 to $210.0 in the last 30 days. 
<h3>Qualcomm Option Activity Analysis: Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1741294047_0.png" alt="Options Call Chart" />
<h3>Significant Options Trades Detected:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th align="right">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>QCOM</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>01/15/27</td>
<td>$14.85</td>
<td>$13.55</td>
<td>$13.75</td>
<td>$210.00</td>
<td>$750.7K</td>
<td>4.2K</td>
<td align="right">546</td>
</tr>
<tr>
<td>QCOM</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>01/15/27</td>
<td>$18.5</td>
<td>$17.35</td>
<td>$17.8</td>
<td>$195.00</td>
<td>$315.0K</td>
<td>2.5K</td>
<td align="right">354</td>
</tr>
<tr>
<td>QCOM</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/15/27</td>
<td>$17.5</td>
<td>$15.65</td>
<td>$16.95</td>
<td>$195.00</td>
<td>$300.0K</td>
<td>2.5K</td>
<td align="right">0</td>
</tr>
<tr>
<td>QCOM</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>01/16/26</td>
<td>$25.5</td>
<td>$25.2</td>
<td>$25.43</td>
<td>$170.00</td>
<td>$264.3K</td>
<td>3.0K</td>
<td align="right">17</td>
</tr>
<tr>
<td>QCOM</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>04/17/25</td>
<td>$27.85</td>
<td>$26.9</td>
<td>$27.2</td>
<td>$130.00</td>
<td>$168.6K</td>
<td>101</td>
<td align="right">62</td>
</tr>
</tbody>
</table>

<h3>About Qualcomm</h3>
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.
Following our analysis of the options activities associated with Qualcomm, we pivot to a closer look at the company's own performance.
<h3>Current Position of Qualcomm</h3>
<ul>
<li>Currently trading with a volume of 4,600,623, the QCOM's price is down by -1.54%, now at $156.04. </li>
<li>RSI readings suggest the stock is currently may be approaching oversold.</li>
<li>Anticipated earnings release is in 55 days.</li>
</ul>
<h3>Professional Analyst Ratings for Qualcomm</h3>
Over the past month, 5 industry analysts have shared their insights on this stock, proposing an average target price of $203.8.
Turn $1000 into $1270 in just 20 days?
20-year pro options trader reveals his one-line chart technique that shows when to buy and sell. Copy his trades, which have had averaged a 27% profit every 20 days. <a href="https://www.benzinga.com/premium/ideas/options-moneyline-2/?t=Moop1arja3be22op14&amp;adType=benzinga-insights&amp;ad=options-activity&amp;campaign=wallstreetadvantage">Click here for access</a>. 
&#x2A; An analyst from Cantor Fitzgerald downgraded its action to Neutral with a price target of $160. 
&#x2A; An analyst from Benchmark downgraded its action to Buy with a price target of $240. 
&#x2A; An analyst from Evercore ISI Group has decided to maintain their In-Line rating on Qualcomm, which currently sits at a price target of $179. 
&#x2A; An analyst from Piper Sandler persists with their Overweight rating on Qualcomm, maintaining a target price of $190. 
&#x2A; An analyst from Rosenblatt has decided to maintain their Buy rating on Qualcomm, which currently sits at a price target of $250. 
Options are a riskier asset compared to just trading the stock, but they have higher profit potential. Serious options traders manage this risk by educating themselves daily, scaling in and out of trades, following more than one indicator, and following the markets closely.
If you want to stay updated on the latest options trades for Qualcomm, <a href="https://www.benzinga.com/pro/">Benzinga Pro</a> gives you real-time options trades alerts.

Options

A Closer Look at Qualcomm's Options Market Dynamics

<a target="_blank" href="https://www.benzinga.com/topic/ai-stocks" rel="noreferrer noopener">Artificial intelligence chip stocks</a>, including 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>), Taiwan Semiconductor Manufacturing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>), Broadcom Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), Arm Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARM#NASDAQ">ARM</a>), and Micron Technology, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MU#NASDAQ">MU</a>), are trading lower Thursday in sympathy with AI infrastructure stock Marvell Technology Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MU#NASDAQ">MU</a>).
On Wednesday, Marvell <a target="_blank" href="https://www.benzinga.com/news/earnings/25/03/44152781/marvell-technology-stock-drops-after-q4-results-q1-guidance-roughly-in-line-details" rel="noreferrer noopener">reported fourth-quarter</a> adjusted earnings of 60 cents per share, beating the 59 cents consensus estimate. Quarterly revenue was $1.82 billion, up 27%, beating the&nbsp;$1.79 billion analyst consensus estimate.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/03/44125598/intel-panther-lake-delay-pushes-key-notebook-launch-to-2026-stock-drops-8" rel="noreferrer noopener">Intel Panther Lake Delay Pushes Key Notebook Launch To 2026</a>
Strong growth in its data center end market drove the growth. Marvell expects first-quarter revenue of $1.78 billion-$1.96 billion, versus the $1.87 billion estimate.
The company expects <a target="_blank" href="https://www.benzinga.com/general/market-summary/25/03/44160046/marvell-surpasses-ai-chip-sales-target-aims-higher-for-2026-but-stock-plunges-due-to-muted-guidance" rel="noreferrer noopener">overall revenue from</a> the auto and industrial end market to decline sequentially in the high single digits on a percentage basis.
The <a target="_blank" href="https://www.benzinga.com/government/regulations/25/03/44165513/taiwan-semiconductor-ceo-taiwan-president-to-discuss-100-billion-us-expansion-not-afraid-of-losing-us-subsidies" rel="noreferrer noopener">AI chip stock</a> selloff also reflects concerns over the possible scrapping of the U.S. chip subsidies for contract chipmakers like Taiwan Semiconductor to build their semiconductor chip fabs in the country. President Donald Trump recently indicated his desire to scrap the U.S. CHIPS Act.
Next week, President&nbsp;Donald Trump&nbsp;will meet leaders of some of the leading tech companies, including HP Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HPQ#NYSE">HPQ</a>),&nbsp;Intel Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>),&nbsp;International Business Machines Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>), and&nbsp;Qualcomm Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>), which are vulnerable to Trump's potential stricter tariff policies in the computer hardware industry, Bloomberg <a target="_blank" href="https://www.bloomberg.com/news/articles/2025-03-06/trump-is-set-to-meet-with-technology-leaders-early-next-week?sref=TBDibEcD" rel="noreferrer noopener">reports</a>.
Tariffs can make manufacturing hubs like China more expensive and potentially disrupt supply chains. Therefore, technology companies sought transparency regarding restrictions on exporting advanced technology to artificial intelligence data centers.
Meanwhile, Taiwan President&nbsp;Lai Ching-te&nbsp;and Taiwan Semi CEO&nbsp;C.C. Wei&nbsp;held a <a target="_blank" href="https://www.benzinga.com/government/regulations/25/03/44165513/taiwan-semiconductor-ceo-taiwan-president-to-discuss-100-billion-us-expansion-not-afraid-of-losing-us-subsidies" rel="noreferrer noopener">press briefing on Thursday</a> and said it was "not afraid" of losing Washington's subsidies for its massive U.S. investments.
Earlier this week, the Taiwanese contract chipmaker announced plans to invest another $100 billion in its U.S. facilities in addition to its existing investment of $65 billion. Any additional U.S. investment made by TSMC would require Taiwan's government's approval. Taiwan maintained that the country would continue to be the key advanced semiconductor headquarters.
Price Action: NVDA stock is down 4.4%, TSM -3.38%, QCOM -1.55%, AVGO -5.20% at the last check on Thursday.
Also Read:
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<li><a href="https://www.benzinga.com/25/03/44118144/amazon-unveils-ai-reasoning-model-for-june-2025-strengthening-aws-leadership-in-ai-innovation" target="_blank" rel="noreferrer noopener">Amazon To Launch AI Reasoning Model In June, Reinforcing AWS's AI Dominance</a></li>
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Photo: Nazrul Iznan via Shuttestock

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