Qualcomm 发力数据中心业务，对冲手机芯片销量下滑
Qualcomm is betting big on data centers as smartphone sales sink
Why we picked it
手机芯片销量跌了两成，Qualcomm 转身抱 Amazon 和 Meta 大腿做数据中心，看它怎么讲新故事。
Qualcomm 在 2026 财年第四季度财报电话会议上公布数据中心业务扩张计划。其智能手机销量较 2025 年下滑约 20%，公司希望借助数据中心业务提振营收。该战略依托此前宣布的与 Amazon 和 Meta 等公司的合作。
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Qualcomm is betting big on data centers as smartphone sales sink
With smartphone sales tanking by around 20 percent compared to 2025, Qualcomm is looking to data centers to help boost its bottom line. During its Q4 2026 earnings call, the company laid out its plans to make a splash in the AI data center business, through partnerships with companies like Amazon and Meta announced earlier […]
