安电和高通股价因授权收入疲软和人工智能驱动的芯片短缺而下跌。 Arm and Qualcomm stocks drop on weak licensing revenue and AI-driven chip shortages.

由于人工智能和数据中心需求,Arm Holdings股价在报告混合结果后下跌了8%.收入超过预期的124亿美元,版权收入上升了27%,达到7.37亿美元,但许可收入达到5.05亿美元,错过了预测. Arm Holdings shares fell 8% after reporting mixed results: revenue of $1.24 billion beat expectations, and royalty income rose 27% to $737 million, driven by AI and data center demand, but licensing revenue at $505 million missed forecasts. 尽管主要市场增长强劲,第四季度前景乐观,但投资者对许可证短缺和供应链压力的担忧对情绪产生了压力。 Despite strong growth in key markets and a positive fourth-quarter outlook, investor concerns over licensing shortfalls and supply chain pressures weighed on sentiment. Qualcomm在警告全球记忆芯片短缺导致收入和收入低于预期后,其库存也下降了9%,主要原因是对AI数据中心的需求猛增,干扰智能手机生产并减少中国制造商的订单。 Qualcomm also saw its stock drop 9% after warning of lower-than-expected revenue and earnings due to a global memory chip shortage, primarily caused by surging demand for AI data centers, which is disrupting smartphone production and reducing orders from Chinese manufacturers.