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The Latest Breaking News from Alphawave Semi

Could Qualcomm Stock Be the Best Data Center Investment Here?

Wells Fargo upgraded Qualcomm due to its data center strategy.

Barchart

No Bottom in Sight: Wall Street Wants You to Sell QCOM Stock After Earnings

Qualcomm’s post‑earnings drop back to 2020 price levels, a 2026 EPS decline, and handset‑heavy exposure have rekindled “no bottom in sight” doubts even as the stock screens cheap at 14× forward earnings and still carries a "Moderate Buy" rating with roughly 22% implied upside.

Barchart

Watch out, Nvidia - Qualcomm acquires Alphawave Semi in latest addition to its AI data center push

Qualcomm completes Alphawave Semi acquisition early, strengthening connectivity capabilities while advancing its strategy for scalable AI data center platforms.

TechRadar

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Qualcomm acquires Alphawave Semi for $2.4 billion – says its leading high-speed wired tech will accelerate data center expansion

Fabless chipmaking giant Qualcomm is set to grow yet stronger with a $2.4 billion agreement to acquire Alphawave Semi now inked.

Tom’s Hardware

Chip designer Alphawave sees stock soar on Qualcomm takeover agreement

The acquisition of the UK’s Alphawave by a US firm marks the latest loss for the London Stock Exchange.

Euronews

Alphawave develops 3nm UCIe chiplet IP for die-to-die connectivity

Alphawave brings up 3nm UCIe die-to-die IP for CoWoS system-in-packages.

Tom’s Hardware

Arm Total Design to Facilitate Development of Custom Datacenter SoCs

Arm this week introduced its Arm Total Design initiative, which is aimed at accelerating development of custom datacenter-oriented system-on-chip (SoC) designs using Neoverse Compute Subsystems (CSS). The collaborative ecosystem unites various developers in a bid to speed up time-to-market and reduce development costs of custom SoCs for AI, cloud, and…

AnandTech

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