Qualcomm Technologies, Inc. (NASDAQ: QCOM) today announced at its Investor Day, new data center solutions, including the Qualcomm Dragonfly™ C1000 CPU, Qualcomm® High Bandwidth Compute (HBC), Qualcomm Dragonflyâ"¢ AI300 inference accelerator, and connectivity products, together with custom silicon solutions, all engineered to maximize performance per watt and token throughput at lower total cost of ownership. The new platforms highlight Qualcomm Technologies' growing role in building fullstack data center i ...

Key Takeaways On June 24, KIOXIA Holdings filed its FY3/26 annual securities report. Revenues from Apple grew 58% YoY in FY3/26: While demand for datacenter SSD grew throughout FY3/26. Revenues from Apple reached ¥476bn (+58% YoY), exceeding both overall company revenue growth (+37%) and SSD & storage revenue growth (+40%) (Exhibit 1–2). We believe this supports the view that substantial price increases were implemented in March Q 2026 not only for data center customers but also for consumer segment custome ...