Movement Alert|Qualcomm Falls 3.08% in Regular Trading, NVIDIA RTX Spark PC Chip Continues to Pressure Competitive Position

Market Focus06-03 21:36

On June 3, Qualcomm declined 3.08% in regular trading, trading at $240.375/share, with trading volume of $316 million. The stock continues to face selling pressure following NVIDIA's launch of its RTX Spark super chip for Windows PCs.

On June 1, NVIDIA CEO Jensen Huang officially unveiled the RTX Spark chip at Computex Taipei, integrating a Blackwell architecture GPU with a custom 20-core Arm-based Grace CPU (N1X) co-designed with MediaTek on TSMC's 3nm process. The chip's NPU computing power exceeds 100 TOPS, far surpassing Qualcomm's Snapdragon X Elite at approximately 45 TOPS. Dell, HP, Microsoft, Lenovo, and other major PC brands are set to ship devices powered by RTX Spark starting this fall.

The market views NVIDIA's entry into the PC processor space, leveraging its AI ecosystem advantages, as a serious threat to Qualcomm's growth in the Windows AI PC segment. Qualcomm's previously advantageous position through exclusive Snapdragon X series integration with Microsoft Copilot+ PC orders now faces significant erosion, with the competitive overhang continuing to weigh on shares.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)

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