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Qualcomm's strategic pivot toward AI data center chips represents a critical shift in semiconductor revenue models as smartphone demand stagnates, with projections indicating this segment could eventually comprise 30% of its total business. This move underscores the industry-wide transition where infrastructure and AI compute power are becoming the primary growth engines for chipmakers, replacing legacy mobile markets.
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Sursă care acoperăThe Verge
Qualcomm is betting big on data centers as smartphone sales sink
The Verge1 min de cititArticolul și perspectiva sunt în engleză.
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