A recent Stocktwits poll shows uncertainty over which company benefits the most from Skyworks’ loss with Broadcom (AVGO) leading at 33%, followed closely by Qualcomm (QCOM) at 28% and Apple’s ...

In 2027, Apple aims to roll out its third modem, code-named Prometheus. The company hopes to top Qualcomm with that component’s performance and artificial intelligence features by that point. It will ...

During the Mobile World Congress 2025, Qualcomm unveiled its new X85 5G modem with an integrated 5G AI processor and called ...

In many ways, the Apple C1—its first cellular modem—is the company’s most important product in years. Just as the company ...

Apple is clearly downplaying this intentionally. Following Qualcomm, Broadcom's Wi-Fi chips will also be replaced by Apple's in-house chips at a faster pace. My latest industry survey indicates ...

Hyperscalers are where the money is at Nvidia might be the poster child of the AI boom, but according to the Financial Times, ...

Qualcomm has supplied Apple's modem chips for more than a decade. "Following Qualcomm, Broadcom's Wi-Fi chips will also be replaced by Apple's in-house chips at a faster pace," Kuo posted on X ...

Apple will introduce it alongside the iPhone 19 lineup, and it could completely surpass Qualcomm 5G chips ... Also, the company wants to replace Broadcom’s networking chips and could launch ...

During a conference call with analysts, Tan said Broadcom was ramping up production of AI chips for hyperscalers — a term ...

BROADCOM, a chip supplier for Apple and other big tech companies, jumped in late trading after an upbeat forecast assured ...

Broadcom’s stock rose more than 15% in extended trading. The shares had earlier closed at $179.45 in regular New York trading ...