Qualcomm is developing new, memory-efficient Neural Processing Units (NPUs) and AI chips aimed at reducing memory usage and lowering costs for on-device and data center generative AI. Key advancements include the AI200/AI250 datacenter chips, which use cheaper LPDDR memory and near-memory computing, alongside a 3D DRAM-based NPU partnership for mobile devices.
CNBC
CNBC
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Key Data Center AI Chips (2026–2027)
Qualcomm AI200 (2026): Designed for high-density inference, it supports 768 GB of LPDDR memory per card, providing higher capacity and lower costs than traditional HBM solutions.
Qualcomm AI250 (2027): Introduces "near-memory computing" architecture, which brings computing closer to the memory, delivering over 10x higher effective memory bandwidth and reduced power consumption
Mobile/On-Device Innovations
3D DRAM NPU (2026/2027): Partnering with Chinese DRAM manufacturer CXMT to develop a dedicated NPU featuring 4GB of 3D DRAM, targeting mobile devices.
Memory Efficiency: The NPU uses Through-Silicon Via (TSV) and Hybrid Bonding to deliver faster, more efficient performance than standard LPDDR5X.
Snapdragon X Series (PC): The Snapdragon X2 Elite features an NPU capable of up to 80 TOPS in 2026, with integrated LPDDR5x RAM for improved efficiency and longevity in PCs.
Key Advantages of New Design
Memory Bottleneck Reduction: The architecture tackles the "martini straw" problem (limited data flow) by increasing memory capacity per dollar compared to traditional high-bandwidth memory (HBM), allowing large models to run without heavy data shuffling.
Cost & Power Savings: The solutions aim for better Total Cost of Ownership (TCO) in data centers by reducing energy consumption and using more affordable LPDDR memory, which offers up to 13 times more capacity per dollar.
Confidential Computing: The chips incorporate security measures that split memory into encrypted sections to ensure privacy for AI workloads
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Can someone explain to me how i bought in at 9am this morning and my average is at 134? A lot higher than the price it was actually at?
I did my research and it seems like a good entry point but Im still hesitant about the stock, its state of competition and its future. If someone has some good insights about the stock I would highly appreciate to hear it!
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Vanliga frågor och svar
Vad är aktiekursen för Qualcomm (QCOM)?
Det aktuella priset för Qualcomm (QCOM) är 242,38 $.
Vad är 52‑veckorshögsta för QCOM?
Högsta nivån på 52 veckor för QCOM är 259,92 $.
Vad är 52-veckorslägstanoteringen för QCOM?
Den lägsta nivån på 52 veckor för QCOM är 121,99 $.
Vad är den veckovisa prestandan för QCOM?
Under den senaste veckan har priset på QCOM ändrats med −0,37 %.
Hur ser den månatliga prestationen för QCOM ut?
Under den senaste månaden har priset på QCOM ändrats med 36,93 %.
Vad är 3-månadersprestandan för QCOM?
Under de senaste tre månaderna har priset på QCOM ändrats med 75,47 %.
Hur har 6‑månadersavkastningen för QCOM varit?
Under de senaste sex månaderna har priset på QCOM förändrats med 38,45 %.
Vad är den årliga prestandan för QCOM?
Under det senaste året har priset på QCOM förändrats med 62,74 %.