Qualcomm (QCOM) Stock: New PC Chips and Robotics Push Send Shares Higher

TLDR

• Qualcomm launched the Snapdragon X2 Plus chip for Windows laptops, delivering 35% faster performance and 43% less power consumption than the previous Plus model.
• The company introduced the Dragonwing IQ10 processor for humanoid robots and industrial autonomous mobile robots.
• Qualcomm unveiled a comprehensive robotics architecture integrating hardware, software, and compound AI for real-world applications.
• The chipmaker believes the physical AI market could reach $1 trillion by 2040.
• QCOM stock rose 2.7% following the announcements, with analysts maintaining a Moderate Buy rating and average price target of $198.93.

Qualcomm stock climbed 2.7% Monday after the semiconductor company announced new products aimed at expanding beyond its smartphone business. The moves represent the company’s latest effort to diversify its revenue streams.

QUALCOMM Incorporated, QCOM

The chipmaker introduced the Snapdragon X2 Plus, an entry-level processor for Microsoft Windows laptops. The chip joins the existing Snapdragon X2 Elite and X2 Elite Extreme processors in Qualcomm’s PC lineup.

The Snapdragon X2 Plus targets both consumer and business PCs. It comes in configurations with either six or 10 CPU cores.

Qualcomm says the new chip delivers 35% faster peak performance compared to the previous Plus model. Power consumption drops by 43%, enabling multiday battery life.

The processor includes a neural processing unit capable of 80 trillion operations per second. This feature determines how well devices can handle AI applications.

The PC market push puts Qualcomm in direct competition with Intel and AMD. Intel recently launched its Core Ultra Series 3 chips based on 18A technology.

Robotics Market Entry

Qualcomm also revealed plans to enter the humanoid robotics and physical AI systems market. The company introduced the Dragonwing IQ10 Series processor designed for industrial autonomous mobile robots and full-size humanoids.

The new robotics architecture combines hardware, software, and compound AI. Qualcomm built the system using its expertise in edge AI and energy-efficient computing.

The technology enables robots to reason, adapt, and make decisions across different environments. The architecture supports advanced perception and motion planning with end-to-end AI models.

Partnerships and Market Outlook

Qualcomm is building an ecosystem for its robotics platforms through partnerships with Advantech, Figure, Kuka Robotics, and VinMotion. Figure is developing general-purpose humanoid robots and working with Qualcomm on compute architecture.

The company showcased several humanoid robots powered by its technology at the CES trade show in Las Vegas. Qualcomm estimates the physical AI market could reach $1 trillion by 2040.

Wall Street analysts have a Moderate Buy consensus rating on QCOM stock based on 11 Buys, four Holds, and one Sell. The average price target stands at $198.93 per share, implying 12.9% upside potential.

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