$QCOM
看多2026-05-15喊单前后价格走势
↑ 2026-05-15
各周期结果成熟中 · 约 1 个交易日后揭晓
1d
✗ -3.3%
5d
✓ +20.6%
21d
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原帖
Jukan · 2026-05-15
Interesting. According to FundaAI, Qualcomm is expected to begin shipping an LPU-like AI ASIC to a Chinese CSP by the end of 2026. Estimated shipment volume is around 1 million units, with an ASP of roughly $4,000. For general-purpose server CPUs, shipments are expected to begin in the second half of 2027, or toward the end of 2027. 3 million units… that’s a lot. Qualcomm is also reportedly working with two U.S. CSPs. $QCOM
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