分析：智能手机业务低迷，高通 AI 服务器 CPU 野心愈发紧迫
Analysis: Qualcomm's AI server CPU ambitions gain urgency as smartphone slump threatens its core business
高通正加速向 AI 基础设施供应商转型，定制加速器、服务器 CPU 与光互连成为其增长重点。其智能手机业务走弱，令这一转型更显紧迫。
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Qualcomm's weakening smartphone business is accelerating its transformation into an AI infrastructure supplier, with custom accelerators, server CPUs, and optical connectivity emerging as growth priorities. Following a 26% annual decline in handset chip revenue in fiscal 4Q26, the US chipmaker is targeting US$5 billion in data center revenue in fiscal 2027 and US$15 billion by fiscal 2029. The question is whether these businesses can scale quickly enough to offset pressures in its traditional market.
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来源：DigiTimes · digitimes.com