Qualcomm

2025.10.24

21:40

U.S. chip stocks collectively strengthened, with AMD (AMD.O) surging 6% and Qualcomm (QCOM.O) rising 1%.

10:34

Quark AI glasses are now available for pre-sale at a minimum price of 3,329 yuan

At midnight on October 24th, Alibaba's first self-developed Quark AI glasses officially launched on its official Tmall store, the Quark Smart Devices flagship store. Tmall's real-time transaction speed rankings show that within seven hours of its launch, the new product became the top two smart glasses brands during the Double 11 shopping festival. Reporters learned from the store's official flagship store customer service that during the Double 11 shopping festival, 88VIP members can receive additional coupons on top of the platform subsidies, bringing the price down to 3,329 yuan. These AI glasses are reportedly equipped with two flagship chips, Qualcomm AR1 and Hengxuan BES2800, and feature a dual-optic binocular display with adjustable display distance, front and back, and up and down. They also offer an integrated, fitted solution for myopic individuals.

2025.10.23

18:28

AliQuark AI glasses will be available for pre-order on the 24th, starting at 3699 yuan

Alibaba's first self-developed AI glasses, the Quark AI Glasses, went on pre-sale at midnight on the 24th at the Quark Smart Devices Tmall flagship store. The price is 3,699 yuan for 88VIP members and 3,999 yuan for the general public. These glasses are equipped with dual flagship chipsets, Qualcomm AR1 and Hengxuan BES2800, and feature features such as AutoNavi's near-eye navigation system, Alipay's "Look" secure payment feature, Taobao search for similar items and price recognition, and Fliggy travel reminders.

17:22

Japan's new Prime Minister Sanae Takaichi plans to establish a foreign investment review mechanism

Japan's new Prime Minister, Sanae Takaichi, will push for the establishment of an official agency dedicated to monitoring overseas investments and acquisitions for security risks. This agency will be modeled after the Committee on Foreign Investment in the United States (CFIUS), serving as Japan's equivalent of the foreign investment review mechanism. The joint policy goals announced this week by the Liberal Democratic Party (LDP) and the Japan Restoration Party include plans for a Japanese CFIUS, with the goal of securing approval for its establishment before the end of next year's regular Diet session. High-profile CFIUS reviews in the United States include Nippon Steel's planned acquisition of U.S. Steel in 2023 and Broadcom's $117 billion hostile takeover of Qualcomm in 2018, which collapsed due to the committee's intervention based on national security concerns.

2025.09.27

07:33

Economist: There is uncertainty about the future direction of US monetary policy

On September 26th, local time, Dalip Singh, Vice Chairman of Fixed Income and Chief Global Economist at PGIM, a US asset management company, stated that the primary short-term risk to the US dollar comes from President Trump's continued pressure on the Federal Reserve. He noted market concerns that the Fed, under political pressure, will adopt an overly dovish stance, leading to monetary easing. Singh stated that despite the Fed's recent small interest rate cuts, uncertainty surrounds the future direction of monetary policy, given that Chairman Powell's term ends in May next year. He warned that the combination of loose policies and fiscal expansion could drive up inflation and further weaken the US dollar amid diverging global monetary policies.

2025.09.26

14:38

Banma Smart Driving launches the world's first full-modal end-side large-scale model vehicle solution

On September 26th, at the 2025 Yunqi Conference, Banma Intelligent Driving exclusively partnered with Tongyi and Qualcomm to unveil Auto Omni, the world's first full-modal, on-device, large-scale, real-car solution. This solution will help automakers elevate their intelligent cockpit experience from command-based interaction to always-on proactive services. Auto Omni has already secured partnerships with leading Chinese automakers and will enter mass production in 2026.

2025.09.25

14:38

Qualcomm launches the fifth-generation Snapdragon 8 Extreme Edition mobile platform

Qualcomm Technologies, Inc. today announced the fifth-generation Snapdragon 8 Extreme Mobile Platform, the world's fastest mobile SoC. In addition, Qualcomm introduced the next-generation premium platforms within the Snapdragon X-series portfolio: the Snapdragon X2 Elite Extreme and Snapdragon X2 Elite. Delivering exceptional performance, multi-day battery life, and groundbreaking AI, these new processors are the fastest, most powerful, and most energy-efficient Windows PC processors available.

10:57

Honor Magic8 series will be the first to be equipped with the fifth-generation Snapdragon 8

On September 25, Honor confirmed that its Magic 8 series phones will be the first to be equipped with Qualcomm's new fifth-generation Snapdragon 8 Extreme Edition platform. The platform was released this morning.

08:09

Bank of Japan meeting minutes: Several members believed that fiscal policy must be carefully examined to see whether it could push up inflation.

2025.09.24

14:19

Hubei: Promoting the evolution and upgrade of "dual gigabit" networks to "dual 10,000 gigabit" networks to build a city-level high-speed, low-latency transportation capacity base

The General Office of the People's Government of Hubei Province issued the "Several Measures to Accelerate the Coordinated Development of Computing, Networking, Storage, and Utilization in Hubei Province," which mentions promoting all-optical network upgrades. This includes promoting the evolution and upgrade of "dual-gigabit" networks to "dual-10-gigabit" networks, building a high-speed, low-latency infrastructure at the municipal level, deploying 400G backbone and 800G metropolitan area high-speed optical transmission systems, and promoting the coverage of high-bandwidth, low-latency OTN all-optical access networks across the province's 17 cities and prefectures. Coordinated efforts will be made to build direct connections between computing centers, promote the construction of deterministic, high-throughput networks between regional data centers and national hub nodes, reduce data transit latency, and establish a cross-regional, multi-tiered, high-speed direct computing network across the province. The province strives to achieve ultra-short latency of 1 millisecond within cities within its "computing power circle," 3 milliseconds between cities, and 5 milliseconds between computing power networks within various cities and prefectures. Direct dedicated lines will be established on demand to connect data center clusters in cities and prefectures like Wuhan, Yichang, and Shiyan with major cities in the Beijing-Tianjin-Hebei region, the Yangtze River Delta, and the Guangdong-Hong Kong-Macao Greater Bay Area, enhancing cross-provincial computing service capabilities. By 2027, the proportion of nodes with flexible computing power scheduling (SRv6) will reach 90%, and the proportion of nodes with all-optical computing power scheduling will reach 100%.

10:05

Qualcomm to launch 6G pre-commercial equipment in three years

Qualcomm CEO Amon stated at the Snapdragon Summit that 6G pre-commercial devices will be launched in three years. He also elaborated on the development trends of artificial intelligence and edge computing, emphasizing that "edge is the key to the future of AI." In his speech, Amon pointed out that AI is becoming a new user interface, which will bring about fundamental changes. "We are undergoing a major shift from smartphone-centric to AI-agent-centric," he said. This shift will completely change the way people interact with technology. In his speech, Amon emphasized several key trends driving the future development of AI, including profound changes in computing architecture, the hybrid development of AI models, and the increasing importance of edge data. He specifically mentioned that the future perception network will become an important infrastructure to support this transformation.

01:17

Fed Chairman Powell: Tariffs are not a significant factor driving inflation

Federal Reserve Chairman Powell said tariffs are not a significant factor in driving up inflation.

2025.09.23

20:38

Fed's Goolsbee: Anyone who says we're going to raise our inflation target is making dangerous remarks.

08:23

JPMorgan Chase CEO Jamie Dimon: I think tariffs will push up inflation modestly, and I'm not sure they're just a one-time effect.

2025.09.20

04:34

Federal Reserve Board Governor Milan: People will eventually realize that tariffs will not push up inflation.

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