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What's Going On With Qualcomm Stock Monday? - Qualcomm (NASDAQ:QCOM)
At CES 2026, Qualcomm Inc. (NASDAQ:QCOM) aggressively positioned itself as the central architect of the "connected edge," providing full-stack ecosystems for IoT, robotics, and automotive sectors. Unifying IoT and Next-Gen Robotics Qualcomm is consolidating the fragmented Internet of Things market by leveraging its recent acquisition spree, which includes Arduino and Edge Impulse. The company launched the Qualcomm Dragonwing Q-series processors. Also Read: Qualcomm Set To Supply 90% Of iPhone 17 Modems, Analyst Says By integrating these acquisitions, Qualcomm now empowers a spectrum of users from independent hobbyists to global industrial enterprises to build AI-driven edge solutions. Moving deeper into "Physical AI," Qualcomm unveiled the Dragonwing IQ10 Series, a processor designed specifically to serve as the "brain" for industrial Autonomous Mobile Robots (AMRs) and humanoids. Validating this technology, Figure, a humanoid robot manufacturer, confirmed it actively utilizes Qualcomm's compute capabilities to process complex physical tasks, allowing it to move robots out of the lab and into the real world. Accelerating the Software-Defined Vehicle Qualcomm reaffirmed its dominance in the automotive sector through its Snapdragon Digital Chassis. The company is driving the industry transition toward "Agentic AI." A key pillar of this strategy is the expansion of Qualcomm's decade-long alliance with Alphabet Inc. (NASDAQ:GOOGL) Google. The two companies are integrating Snapdragon hardware with Google's software, including Gemini Enterprise, to deploy AI agents that manage in-car experiences via voice and visual interaction. This momentum secured 10 new design wins with major automakers, including Li Auto Inc. (NASDAQ:LI), Zeekr, and NIO Inc. (NYSE:NIO). Implementing Centralized Architecture and ADAS In a significant tangible demonstration of this technology, Leapmotor and Qualcomm introduced the D19, the first vehicle globally to launch with a central controller based on dual Snapdragon Elite (SA8797P) chips. This architecture represents a massive shift away from having dozens of small chips controlling individual windows or radios. Instead, a single dual-chip system simultaneously runs the dashboard supporting up to eight 4K screens and the automated driving systems processing data from LiDAR and 13 cameras. The system actively manages "cross-domain" functions. Qualcomm further strengthened its position in Advanced Driver Assistance Systems (ADAS) through a collaboration with ZF. By integrating Snapdragon Ride System-on-Chips (SoCs) into its ProAI supercomputer, ZF allows automakers to deploy scalable driving automation ranging from basic safety features up to Level 3 autonomous driving. This provides a "turn-key" system that combines Qualcomm's processing power with ZF's sensor fusion technology. QCOM Price Action: Qualcomm shares were up 2.89% at $177.97 at the time of publication on Monday, according to Benzinga Pro data. Read Next: Qualcomm Faces Long-Term Squeeze From Apple, Samsung Despite iPhone 17 Share, Meta Partnership: Analysts Image via Shutterstock QCOMQualcomm Inc$177.252.47%OverviewGOOGLAlphabet Inc$315.520.12%LILi Auto Inc$17.23-0.09%NIONIO Inc$4.92-4.38%Market News and Data brought to you by Benzinga APIs
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Qualcomm unveils next-gen robotics architecture and processor at CES By Investing.com
LAS VEGAS - Qualcomm Technologies, Inc. (NASDAQ:QCOM) introduced a new comprehensive robotics architecture and its latest high-performance processor for advanced robots at CES on Monday. The semiconductor giant, with a market capitalization of $183.88 billion, continues to expand its technology portfolio beyond mobile processors. The company unveiled the Qualcomm Dragonwing IQ10 Series, a robotics processor designed for industrial autonomous mobile robots (AMRs) and full-size humanoids. The processor is part of Qualcomm's strategy to deliver what it calls "Brain of the Robot" capabilities with high performance and energy efficiency. According to InvestingPro data, Qualcomm's strong revenue growth of 13.66% over the last twelve months reflects its successful diversification strategy, with the company currently appearing undervalued based on InvestingPro's Fair Value assessment. Nakul Duggal, EVP and Group General Manager at Qualcomm Technologies, said the company is "redefining what's possible with physical AI by moving intelligent machines out of the labs and into real-world environments." The new architecture integrates hardware, software, and AI components to enable robots to reason and adapt to their environments. According to the press release, the system supports advanced perception and motion planning with end-to-end AI models. Qualcomm is building an ecosystem around its robotics platforms, collaborating with companies including Advantech, Figure, Kuka Robotics, and VinMotion. Figure, which develops humanoid robots, is working with Qualcomm to define next-generation compute architecture for its platforms. This expansion into robotics showcases why Qualcomm is recognized as a prominent player in the Semiconductors & Semiconductor Equipment industry, one of several insights available through InvestingPro, which offers a comprehensive Pro Research Report on Qualcomm among 1,400+ top US equities. "Qualcomm Technologies' platform, with its combination of exceptional compute capabilities and energy efficiency, is a valuable building block in enabling Figure to turn our vision into reality," said Brett Adcock, Founder & CEO of Figure. At CES, Qualcomm is showcasing several humanoid robots powered by its technology, including VinMotion's Motion 2 and Booster's K1 Geek. The company is also demonstrating Advantech's robotics development kit for multi-application development. The robotics architecture is designed to support various robot form factors with industrial-grade reliability, from personal service robots to full-size humanoids, based on information from the company's announcement. In other recent news, Qualcomm has completed its acquisition of Alphawave IP Group ahead of schedule, a move aimed at bolstering its presence in the data center market. Tony Pialis, the CEO and co-founder of Alphawave Semi, will lead Qualcomm's data center business following this acquisition. Additionally, Qualcomm announced that board member Neil Smit plans to retire after the company's 2026 annual meeting, though no successor has been named yet. In a separate development, Qualcomm participated in a meeting with China's international trade promotion body to discuss enhancing U.S.-China cooperation in the semiconductor sector. On the analyst front, Piper Sandler has raised its price target for Qualcomm to $200, citing the company's strong September quarter performance and optimistic December quarter guidance. Meanwhile, Baird adjusted its price target for Qualcomm to $200 from $216, maintaining an Outperform rating while noting potential transformations in the company's revenue structure by 2028. This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.
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Qualcomm introduced its Dragonwing IQ10 Series processor and comprehensive robotics architecture at CES, designed for industrial autonomous mobile robots and humanoid robots. The chip giant is collaborating with Figure and other robotics companies to deliver what it calls 'Brain of the Robot' capabilities, moving intelligent machines from labs into real-world environments with AI-driven edge solutions.
Qualcomm aggressively positioned itself at CES 2026 as the architect of the "connected edge," unveiling a comprehensive robotics architecture and the Dragonwing IQ10 Series processor designed specifically for industrial autonomous mobile robots (AMRs) and full-size humanoid robots
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. The semiconductor giant, with a market capitalization of $183.88 billion, is moving beyond its mobile processor roots to deliver what it calls "Brain of the Robot" capabilities with high performance and energy efficiency2
. Nakul Duggal, EVP and Group General Manager at Qualcomm Technologies, stated the company is "redefining what's possible with physical AI by moving intelligent machines out of the labs and into real-world environments"2
. This strategic push into next-gen robotics reflects Qualcomm's revenue growth of 13.66% over the last twelve months, demonstrating successful diversification beyond smartphones2
.
Source: Benzinga
Qualcomm is consolidating the fragmented Internet of Things market by leveraging recent acquisitions including Arduino and Edge Impulse, launching the Qualcomm Dragonwing Q-series processors to empower users from independent hobbyists to global industrial enterprises
1
. The new robotics architecture integrates hardware, software, and artificial intelligence components to enable robots to reason and adapt to their environments, supporting advanced perception and motion planning with end-to-end AI models2
. The company is building an ecosystem around its robotics platforms, collaborating with companies including Advantech, Figure, Kuka Robotics, and VinMotion2
. Figure, a humanoid robot manufacturer, confirmed it actively utilizes Qualcomm's compute capabilities to process complex physical tasks, allowing it to move robots out of the lab and into the real world1
. Brett Adcock, Founder & CEO of Figure, noted that "Qualcomm Technologies' platform, with its combination of exceptional compute capabilities and energy efficiency, is a valuable building block in enabling Figure to turn our vision into reality"2
.Related Stories
Beyond robotics, Qualcomm reaffirmed its dominance in the automotive sector through its Snapdragon Digital Chassis, driving the industry transition toward "Agentic AI"
1
. A key pillar involves expanding Qualcomm's decade-long alliance with Alphabet Inc. Google, integrating Snapdragon hardware with Google's software, including Gemini Enterprise, to deploy AI agents that manage in-car experiences via voice and visual interaction1
. This momentum secured 10 new design wins with major automakers, including Li Auto Inc., Zeekr, and NIO Inc.1
. Leapmotor and Qualcomm introduced the D19, the first vehicle globally to launch with a central controller based on dual Snapdragon Elite (SA8797P) chips, representing a shift away from dozens of small chips controlling individual functions1
. This single dual-chip system simultaneously runs the dashboard supporting up to eight 4K screens and automated driving systems processing data from LiDAR and 13 cameras1
. Qualcomm further strengthened its position in Advanced Driver Assistance Systems (ADAS) through collaboration with ZF, integrating Snapdragon Ride System-on-Chips (SoCs) into its ProAI supercomputer to enable scalable driving automation ranging from basic safety features up to Level 3 autonomous driving1
. At CES, Qualcomm showcased several humanoid robots powered by its technology, including VinMotion's Motion 2 and Booster's K1 Geek, demonstrating Advantech's robotics development kit for multi-application development2
. The robotics architecture is designed to support various robot form factors with industrial-grade reliability, from personal service robots to full-size humanoids2
. Qualcomm shares were up 2.89% at $177.97 following the CES announcements1
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