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[News] Qualcomm Reportedly Plans China AI Chip Push With Export-Control-Compliant Custom Chips
What happened
Qualcomm forecasts $15B in data center revenue by 2029 and $5B in fiscal 2027, driven by custom AI chips compliant with US export controls. To navigate regulatory challenges, the company is launching compliant accelerators like the AI250 and AI300, securing a deal with ByteDance. Bullish for Qualcomm's custom silicon and HBC technology demand.
Impact and signal
Medium impactImpact score: 65/100
Affected components and suppliers
AI acceleratorsCustom siliconHBC technologyAI250AI300Dragonfly C1000
revenue_forecastcustom_siliconexport_compliancechina_market
Source and time
Source: TrendForce · 6/24/2026 · View original source
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