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China· HedeQualcomm's Data Center and Custom Silicon Engagements
Qualcomm is actively engaged in discussions and shipments for custom silicon in data centers, with significant engagements with hyperscalers and specific product roadmaps.
Background
The global technology industry is experiencing a significant shift towards custom silicon solutions, particularly within data centers. Major cloud providers, known as hyperscalers, are increasingly designing their own chips to optimize performance and efficiency for their specific infrastructure needs. This trend impacts traditional chip manufacturers and the broader semiconductor market.
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Qualcomm's Data Center and Custom Silicon Engagements
First report 3h agoLast update 3h agoQualcomm is in advanced discussions with a data center customer for subsequent custom silicon projects.
Qualcomm's Q1'27 guidance indicates the commencement of shipments to two hyperscaler customers for custom silicon engagements.
Qualcomm's data center business is beginning its ramp-up, with revenues expected to exceed $650 million in the December quarter.
Qualcomm Discusses Data Center Business and Custom Silicon
First report 3h agoLast update 3h agoThe data center business is beginning its ramp-up, with revenues expected to exceed $650 million in the December quarter.
Q1'27 guidance reflects shipments to two hyperscaler customers for custom silicon, with QCT handset revenues forecast to decline sequentially.
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