On June 1, Qualcomm fell 7.31% in regular trading, trading at $237.205/share, with trading volume of $948 million. The sharp decline was triggered by NVIDIA's official unveiling of its RTX Spark N1X super chip for Windows PCs at Computex, directly challenging Qualcomm's previously unchallenged dominance in the Arm-based PC processor market.
NVIDIA's N1X chip, developed in partnership with MediaTek and Microsoft, integrates a Blackwell GPU with an Arm-architecture CPU on TSMC's 3nm process, delivering 180-200 TOPS of AI computing power. Prior to this announcement, Qualcomm's Snapdragon X series was the sole authorized chip supplier for Microsoft's Windows on Arm platform. NVIDIA's entry formally terminates this exclusive arrangement, exposing Qualcomm to direct competition from NVIDIA's superior GPU performance and deeply entrenched CUDA ecosystem in the high-end AI PC segment.
Within the Semiconductors sector, sharp divergence emerged. ARM Holdings surged 16.07%, Micron Technology rose 5.7%, and NVIDIA gained 4.4%, while AMD fell 3.94% and Intel declined 3.53%.
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