Qualcomm May Be Most Affected By Huawei-SMIC Collaboration -DigiTimes Research
Portfolio Pulse from Benzinga Newsdesk
Huawei's potential collaboration with SMIC to enhance its 5G and other internally developed processors could negatively impact Qualcomm and MediaTek, with Qualcomm being particularly affected, according to DigiTimes Research.
September 07, 2023 | 12:56 pm
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NEGATIVE IMPACT
Qualcomm could be negatively affected by Huawei's potential collaboration with SMIC, which could enhance Huawei's technology and output competitiveness.
If Huawei collaborates with SMIC to enhance its 5G and other internally developed processors, it could regain its market leadership position. This would negatively impact Qualcomm's market share and competitiveness.
CONFIDENCE 85
IMPORTANCE 80
RELEVANCE 100