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Beijing Just Aimed at Taiwan Semiconductor Manufacturing Company (NYSE:TSM). Here’s Why the Bull Case Still Wins
Insider Monkey15d agobullish
Beijing Just Aimed at Taiwan Semiconductor Manufacturing Company (NYSE:TSM). Here’s Why the Bull Case Still Wins

On July 21, the Financial Times reported that China’s Ministry of Commerce is considering implementing export controls that would bar Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) and QUALCOMM Incorporated (NASDAQ:QCOM) from manufacturing chips based on designs from Huawei, Alibaba, and ByteDance. Such headlines are likely to hit a foundry stock hard. In the case of […]

QUALCOMM (QCOM) Could Be 25% Below Fair Value As Auto And Data Center Hopes Build
Simply Wall St.15d agoneutral
QUALCOMM (QCOM) Could Be 25% Below Fair Value As Auto And Data Center Hopes Build

QUALCOMM (QCOM) is in focus as investors weigh its projection to more than double revenue by 2029, supported by automotive and data center growth, against ongoing handset headwinds in China. See our latest analysis for QUALCOMM. QUALCOMM's share price has pulled back recently, with a 1 month share price return of down 11.84% and year to date share price return of down 3.47%. Meanwhile, the 1 year total shareholder return of 5.86% and 3 year total shareholder return of 34.83% point to stronger...

Morning Bid: China chip champ
Reuters15d agoneutral
Morning Bid: China chip champ

By Mike Dolan July 27 (Reuters) - What matters in U.S. and global markets today By Mike Dolan, Editor-at-Large, Finance and Markets A pause in the Iran conflict and a sizeable retreat in crude oil

Qualcomm (QCOM) Raises Product Prices And Deepens Samsung Snapdragon Ties
Simply Wall St.18d agoneutral
Qualcomm (QCOM) Raises Product Prices And Deepens Samsung Snapdragon Ties

Qualcomm (NasdaqGS:QCOM) plans significant double digit price increases on select products, citing higher supplier costs and ongoing supply shortages. The company is also expanding its partnership with Samsung to use advanced Snapdragon platforms in Galaxy mobile devices, wearables, and AR products. Both developments highlight changes in Qualcomm's pricing approach and its role within the broader Galaxy device ecosystem. Qualcomm sits at the center of global connectivity and processing,...

Qualcomm tells customers of double-digit price increases, Bloomberg News reports
Reuters18d agoneutral
Qualcomm tells customers of double-digit price increases, Bloomberg News reports

Smartphone chipmaker Qualcomm has told customers it would raise prices ‌by a percentage in the ‌double digits due to rising costs, Bloomberg News reported ​on Friday, citing a letter sent to clients. The San Diego, California-based company did not immediately respond to a Reuters request for ‌comment. • Qualcomm told customers that it could no longer absorb rising supplier costs and had sought alternative ‌components from new suppliers, ​the report said.

Bloomberg18d agoneutral
Qualcomm Tells Customers That Prices Are Going Up by Double Digits

(Bloomberg) -- Qualcomm Inc., the biggest maker of smartphone processors, told customers that rising costs are forcing it to increase prices by a percentage in the double digits. Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandTrump Rebuilds Tariffs With New Levies on 60 EconomiesSpaceX Turns Away Falcon Customers in Major Bet on Starsh