Tuesday, September 15, 2026
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Qualcomm이 Amazon과 획기적인 AI 칩 거래를 체결; Qualcomm 주가는 발표에 따라 4.5% 급등.

Amazon, 추론 워크로드용 외부 가속기 검증; 하이퍼스케일러의 자체 실리콘 의존성 탈피 의지 시사
업계 전문지Slicast · 2026년 9월 11일 15:32 UTC · 미국 · 출처: Traders Union
중요도 75

Qualcomm surged 4.48% following the announcement of a landmark agreement with Amazon. Under the deal, Amazon may purchase up to $60 billion in Qualcomm's AI data center chips and related products over the long term. As part of the arrangement, Amazon holds warrants to acquire approximately $4 billion in Qualcomm shares at a predetermined price, expanding Qualcomm's reach into the AI infrastructure segment through integration with Amazon Web Services.

At $184.82, Qualcomm is trading well above its 20-, 50-, and 200-day moving averages, confirming bullish momentum across short-, medium-, and long-term timeframes. The stock opened with an upside gap of about 1.46% and shows strength near the day's high, with intraday volatility at 3.21%. Technical indicators present mixed signals: the Moving Average Convergence Divergence indicates a "Buy" signal, while the Relative Strength Index, Commodity Channel Index, and Stochastic RSI all register overbought conditions. The Awesome Oscillator confirms ongoing upside momentum, and Bull/Bear Power shows strong buyer dominance. Near-term resistance sits at $185.11, with support at $182.26. Broader trend confirmation comes from the Ichimoku Kijun at $168.74, well below the current price.

The agreement positions Qualcomm for sustained growth in the AI data center market. Traders are watching for a sustained move above the $185.11 resistance level as confirmation of continued upside momentum.

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Qualcomm이 Amazon과 획기적인 AI 칩 거래를 체결; Qualcomm… · Slicast