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Qualcomm's Dragonfly raises stakes; MediaTek's TPU/ASIC ties keep it in race

Qualcomm · Jul 2, 2026 · DigiTimes
Q
ai-chip-demandsmartphone-demandsemiconductor-supply

This signals intensifying competition in the mobile chip market, particularly in AI capabilities, which could impact future market share and profitability for both Qualcomm and MediaTek.

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