Qualcomm deploys edge AI robotics chips with South Korean partners
Demonstrations at Industrial AI Expo 2026 feature Rainbow Robotics and SL machines running Dragonwing processors ahead of a Tokyo…
Company watch
All companies →Qualcomm
Every EAB briefing that touches Qualcomm — capital spending, plants, M&A, earnings and policy exposure. 8 briefings.
- First seen
- September 7, 2026
- Latest
- October 21, 2026
- With a linked document
- 8 of 8
- Subject of the briefing
- 2
- Named as exposed
- 6
- Desks
- Semiconductors (7), Robotics (1)
Tata Electronics readies Assam chip plant with non-China network
The $3.2 billion Jagiroad OSAT facility enters pilot testing ahead of a December launch, lining up nine non-China vendors to…
Samsung starts Exynos 2700 production, lifting run size 10%
The 2nm processor targets Galaxy S27 handsets in Korea and Europe, trimming reliance on Qualcomm as Samsung Foundry works to…
TSMC plans to lift wafer foundry prices by 3% to 6% from 2027
Leading-edge 2-nanometer and 3-nanometer lines face the steepest increases as AI chip demand fills foundry capacity through 2030…
TSMC raises 2nm wafer target to 120,000 units as orders surge
The foundry lifted internal production goals by pulling forward capacity additions after Apple, Nvidia and three other anchor…
Qualcomm keeps TSMC for 2nm processors, shutting out Samsung Foundry
The mobile chipmaker affirmed its exclusive production tie to TSMC despite wafer costs topping $30,000, leaving Samsung with…
MediaTek debuts first 2nm mobile AP built on TSMC N2P node
The Dimensity 9600 Pro leapfrogs Qualcomm to secure TSMC nanosheet capacity, cutting multicore power consumption by up to 61%…
TSMC sees 3nm revenue overtake 5nm node on surge in AI accelerators
Surging orders for Nvidia and Apple processors will push third-quarter 3nm output value above $12.7 billion, reinforcing the…