Qualcomm Drops 3.45% Amid RISC-V Shift, AI Acquisition

On April 4, 2025, Qualcomm's stock experienced a 3.45% drop in pre-market trading.

Qualcomm and Samsung are reportedly developing their own custom RISC-V cores to avoid the high licensing fees associated with ARM architecture. This move is driven by the increasing costs of ARM's licensing, which can be prohibitively expensive for companies that produce millions of chips annually. Both companies have been investing in RISC-V technology for various applications, including IoT and wearable devices, to reduce their reliance on ARM.

In a significant move to expand its AI capabilities, Qualcomm has acquired the generative AI division of VinAI, a leading AI research company based in Hanoi. This acquisition is part of Qualcomm's ongoing efforts to enhance its AI toolset and integrate advanced AI solutions into its product lines. VinAI, founded by former DeepMind researcher Hung Bui, has developed a range of generative AI technologies, including computer vision algorithms and language models. The acquisition is expected to bolster Qualcomm's AI capabilities, benefiting various industries and consumers.