Hello from Yifan, your #techAsia host this week. I’m sending this newsletter from New York after spending an afternoon in a cold ballroom where Qualcomm executives laid out the company’s data centre chip ambitions.
It was a busy day for semiconductors. After Nvidia hosted its annual shareholder meeting, where Jensen Huang said AI infrastructure demand will continue for “decades,” memory chipmaker Micron reported blockbuster earnings. After a scary few days that saw SK Hynix and Samsung shares briefly plunge, this came as a reassurance for investors that the feared “AI bubble” is not about to burst.
But arguably Qualcomm, the company known for its mobile chips, was the star of this busy day.
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