Qualcomm handset chip revenue falls 26%

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052026-11Qualcomm phone chip revenue falls 26% as AMD data center doubles: chip industry split widensQualcomm's handset chip revenue fell 26% year on year in its fiscal fourth quarter of 2026, reflecting weak smartphone demand. On the same day, AMD reported a record $13.4 billion quarterly revenue, with data center revenue doubling year on year while gaming revenue fell 40%. The contrast between the two chip giants highlights the structural divergence between AI compute and consumer electronics chips. Management guidance and quarterly outlooks are the next things to watch.kaopunews、Ars Technica