{"id":32215,"date":"2026-06-25T07:30:46","date_gmt":"2026-06-25T05:30:46","guid":{"rendered":"https:\/\/www.chinasmartbuy.com\/blog\/?p=32215"},"modified":"2026-06-25T03:48:52","modified_gmt":"2026-06-25T01:48:52","slug":"micron-qualcomm-chip-ai-rialzo-settore-data-center","status":"publish","type":"post","link":"https:\/\/www.chinasmartbuy.com\/blog\/micron-qualcomm-chip-ai-rialzo-settore-data-center\/","title":{"rendered":"Micron e Qualcomm riaccendono i chip AI: settore in rialzo di 400 miliardi"},"content":{"rendered":"\n<link href=\"https:\/\/fonts.googleapis.com\/css2?family=Bebas+Neue&amp;family=DM+Sans:ital,wght@0,300;0,400;0,500;0,600;0,700;1,400&amp;display=swap\" rel=\"stylesheet\">\n<style>\n  :root {\n    --red: #CC1B1B;\n    --red-light: rgba(204,27,27,0.08);\n    --red-mid: #e84040;\n    --accent-soft-bg: rgba(204,27,27,0.07);\n    --accent-soft-border: rgba(204,27,27,0.18);\n    --text: #1a1a1a;\n    --text-muted: #666;\n    --card: #ffffff;\n    --border: #ebebeb;\n    --page-bg: #ffffff;\n    --surface-soft: #fafafa;\n    --surface-contrast: #f0f0f0;\n    --line-soft: #f5f5f5;\n    --soft-label: #bbb;\n    --muted-label: #999;\n    --copy: #333;\n    --font-head: 'Bebas Neue', sans-serif;\n    --font-body: 'DM Sans', sans-serif;\n    --heading-spacing: 0.04em;\n    --heading-weight: 400;\n    --spec-header-spacing: 0.08em;\n    --quickfacts-shadow: 0 10px 24px rgba(15,23,42,0.06);\n  }\n  .fbp5-wrap,.fbp5-wrap * { box-sizing:border-box; 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flex-shrink:0; }\n  .fbp5-scheda-val { padding:11px 16px; font-size:14px; color:var(--text); font-weight:500; line-height:1.5; }\n  @media(max-width:600px) {\n    .fbp5-wrap { padding:0 14px 60px; gap:40px; }\n    .fbp5-section h2 { font-size:32px; }\n    .fbp5-scheda-row { flex-direction:column; }\n    .fbp5-scheda-key { width:100%; }\n    .rh-phonebox-header { padding:18px 16px; flex-direction:column; align-items:center; }\n    .rh-phonebox-hero { width:150px; height:200px; }\n    .rh-phonebox-highlights { grid-template-columns:repeat(2,minmax(0,1fr)); }\n    .rh-phonebox-colors { padding:16px; }\n    .rh-phonebox-section { grid-template-columns:1fr; }\n    .rh-phonebox-section-label { padding:14px 20px; border-right:none; border-bottom:1px solid var(--border); }\n    .rh-phonebox-section-values { padding:14px 20px; }\n    .rh-affbox-grid { grid-template-columns:1fr; }\n    .rh-affbox-col:not(:last-child) { border-right:none; border-bottom:1px solid var(--line-soft); }\n    .rh-affbox-cta { width:100%; }\n    .rh-downloadbox-head { flex-direction:column; }\n    .rh-downloadbox-link { width:100%; }\n    .rh-offerbox-head { flex-direction:column; }\n    .rh-offerbox-links { grid-template-columns:1fr; }\n    .rh-offer-inline-wrap { flex-direction:column; align-items:flex-start; }\n    .rh-offer-inline-cta { width:100%; }\n  }\n<\/style>\n<div class=\"fbp5-wrap rh-json-article\" id=\"rh-article-mqste98e-47pvk\" data-rh-article-type=\"news\" data-rh-site-profile=\"china-smart-buy\">\n  <div class=\"fbp5-intro\">\n    \n    <p>Micron e Qualcomm hanno rilanciato il comparto dei chip AI con previsioni finanziarie superiori alle attese, in un momento in cui Wall Street stava mostrando maggiore prudenza sulle valutazioni del settore.<\/p><p>Il segnale pi\u00f9 forte arriva da due fronti diversi ma complementari: da una parte Micron vede una domanda in accelerazione per le memorie legata agli investimenti nelle infrastrutture AI, dall&#8217;altra Qualcomm punta a ridurre la dipendenza dagli smartphone e a costruire una presenza pi\u00f9 ampia nei data center per l&#8217;intelligenza artificiale.<\/p>\n  <\/div><figure class=\"wp-block-image size-large\" style=\"margin:18px 0;display:block;clear:both;width:100%;position:relative;z-index:1\"><a href=\"https:\/\/www.chinasmartbuy.com\/blog\/wp-content\/uploads\/2026\/06\/micron-e-qualcomm-riaccendono-i-chip-ai-cc233863-5b66-4b0b-8bae-8a4e-1wyawhgbk0.webp\" target=\"_blank\" rel=\"noopener\" style=\"display:block;width:100%;position:relative;z-index:2;pointer-events:auto;cursor:zoom-in\"><img decoding=\"async\" src=\"https:\/\/www.chinasmartbuy.com\/blog\/wp-content\/uploads\/2026\/06\/micron-e-qualcomm-riaccendono-i-chip-ai-cc233863-5b66-4b0b-8bae-8a4e-1wyawhgbk0.webp\" alt=\"\u7f8e\u5149\u3001\u9ad8\u901a\u4e1a\u7ee9\u5c55\u671b\u8d85\u9884\u671f\uff0cAI \u82af\u7247\u677f\u5757\u5e02\u503c\u5355\u65e5\u66b4\u6da8 4000 \u4ebf\u7f8e\u5143\" loading=\"lazy\" style=\"display:block;max-width:100%;height:auto;margin:0 auto;pointer-events:auto\"><\/a><\/figure>\n  \n\n      <section class=\"fbp5-section\">\n        <div class=\"fbp5-section-label\">Mercato<\/div>\n        <h2>Micron riaccende l&#8217;interesse sul settore grazie alla spinta delle <span>memorie per l&#8217;AI<\/span><\/h2>\n        <p>Nel post mercato il titolo Micron \u00e8 salito del <strong>12%<\/strong> dopo una guidance trimestrale sugli utili superiore alle stime degli analisti. Il dato \u00e8 stato letto come una conferma concreta: gli investimenti aziendali nelle infrastrutture per l&#8217;intelligenza artificiale stanno gi\u00e0 traducendosi in una richiesta pi\u00f9 forte di chip di memoria.<\/p><p>La reazione non ha riguardato solo Micron. Anche diversi nomi legati allo storage e alla filiera dei semiconduttori hanno chiuso in forte rialzo, segno che il mercato sta tornando a premiare i fornitori pi\u00f9 esposti alla costruzione di server, acceleratori e data center AI.<\/p>\n        <ul class=\"fbp5-bullet-list\"><li>Micron ha registrato un rialzo del 12% nel post mercato.<\/li><li>Western Digital, SanDisk e Seagate hanno segnato guadagni superiori all&#8217;8%.<\/li><li>Arm \u00e8 salita di circa il 6%, Marvell di quasi il 4% e Broadcom del 2%.<\/li><li>Applied Materials e ASML, attive nelle attrezzature per semiconduttori, hanno guadagnato oltre il 4%.<\/li><\/ul>\n        <div class=\"rh-quickfacts-grid\">\n      <div class=\"rh-quickfacts-card\">\n        <div class=\"rh-quickfacts-label\">Indice di riferimento<\/div>\n        <div class=\"rh-quickfacts-value\">Philadelphia Semiconductor Index ancora in rialzo del 90% da inizio 2026<\/div>\n      <\/div>\n    <\/div>\n        <div class=\"fbp5-highlight\">La lettura pi\u00f9 importante \u00e8 che la spesa AI non resta solo una promessa di lungo periodo: sta gi\u00e0 sostenendo i segmenti hardware pi\u00f9 vicini ai data center, in particolare le memorie.<\/div>\n        <div class=\"fbp5-info\">Il settore arrivava da una fase di raffreddamento, con timori legati a valutazioni elevate e ai tempi necessari per trasformare gli investimenti AI in ricavi e margini.<\/div>\n        \n      <div class=\"fbp5-scheda\">\n        <div class=\"fbp5-scheda-header\">Dati chiave della reazione di mercato<\/div>\n        \n          <div class=\"fbp5-scheda-row\">\n            <div class=\"fbp5-scheda-key\">Societ\u00e0 al centro della notizia<\/div>\n            <div class=\"fbp5-scheda-val\">Micron<\/div>\n          <\/div>\n        \n          <div class=\"fbp5-scheda-row\">\n            <div class=\"fbp5-scheda-key\">Evento<\/div>\n            <div class=\"fbp5-scheda-val\">guidance trimestrale sopra le attese<\/div>\n          <\/div>\n        \n          <div class=\"fbp5-scheda-row\">\n            <div class=\"fbp5-scheda-key\">Messaggio per il settore<\/div>\n            <div class=\"fbp5-scheda-val\">la spesa in infrastrutture AI sostiene la domanda di memorie<\/div>\n          <\/div>\n        \n          <div class=\"fbp5-scheda-row\">\n            <div class=\"fbp5-scheda-key\">Movimento del titolo<\/div>\n            <div class=\"fbp5-scheda-val\">+12% nel post mercato<\/div>\n          <\/div>\n        \n      <\/div>\n    \n      <\/section>\n    \n\n      <section class=\"fbp5-section\">\n        <div class=\"fbp5-section-label\">Strategie<\/div>\n        <h2>Qualcomm accelera sull&#8217;intelligenza artificiale e alza l&#8217;obiettivo nei <span>data center<\/span><\/h2>\n        <p>Qualcomm ha affiancato alla buona intonazione del settore un messaggio strategico molto netto: l&#8217;azienda vuole andare oltre il business storico dei chip per smartphone e spostare una parte crescente del proprio focus verso l&#8217;intelligenza artificiale. Il piano prevede una crescita significativa nel segmento data center nei prossimi anni.<\/p><p>L&#8217;obiettivo indicato \u00e8 di raggiungere entro il 2029 ricavi per <strong>15 miliardi di dollari<\/strong> nel business data center, pari a circa <strong>14 miliardi di euro<\/strong>. \u00c8 un target che conferma come il mercato dei chip AI non sia pi\u00f9 limitato ai grandi nomi delle Gpu, ma stia allargando lo spazio competitivo anche a fornitori tradizionalmente forti su altre categorie di processori.<\/p>\n        <ul class=\"fbp5-bullet-list\"><li>Qualcomm punta a ridurre il peso del business smartphone.<\/li><li>La nuova traiettoria mette al centro AI e infrastrutture per data center.<\/li><li>Target dichiarato al 2029: 15 miliardi di dollari di ricavi nel data center, circa 14 miliardi di euro.<\/li><\/ul>\n        <div class=\"rh-quickfacts-grid\">\n      <div class=\"rh-quickfacts-card\">\n        <div class=\"rh-quickfacts-label\">Orizzonte temporale<\/div>\n        <div class=\"rh-quickfacts-value\">2029<\/div>\n      <\/div>\n    \n      <div class=\"rh-quickfacts-card\">\n        <div class=\"rh-quickfacts-label\">Area di espansione<\/div>\n        <div class=\"rh-quickfacts-value\">chip e soluzioni per data center AI<\/div>\n      <\/div>\n    <\/div>\n        <div class=\"fbp5-highlight\">Per Qualcomm il punto non \u00e8 solo cavalcare il trend AI, ma aprire una nuova gamba di crescita in un mercato pi\u00f9 ampio e strutturale rispetto a quello mobile.<\/div>\n        <div class=\"fbp5-info\">La combinazione tra domanda di memorie, accelerazione dei data center e nuovi piani industriali ha contribuito a rassicurare il mercato dopo il recente calo del comparto semiconduttori.<\/div>\n        \n      <div class=\"fbp5-scheda\">\n        <div class=\"fbp5-scheda-header\">Obiettivo industriale di Qualcomm<\/div>\n        \n          <div class=\"fbp5-scheda-row\">\n            <div class=\"fbp5-scheda-key\">Societ\u00e0<\/div>\n            <div class=\"fbp5-scheda-val\">Qualcomm<\/div>\n          <\/div>\n        \n          <div class=\"fbp5-scheda-row\">\n            <div class=\"fbp5-scheda-key\">Cambio di focus<\/div>\n            <div class=\"fbp5-scheda-val\">da smartphone a AI e data center<\/div>\n          <\/div>\n        \n          <div class=\"fbp5-scheda-row\">\n            <div class=\"fbp5-scheda-key\">Ricavi obiettivo<\/div>\n            <div class=\"fbp5-scheda-val\">15 miliardi di dollari, circa 14 miliardi di euro<\/div>\n          <\/div>\n        \n          <div class=\"fbp5-scheda-row\">\n            <div class=\"fbp5-scheda-key\">Scadenza<\/div>\n            <div class=\"fbp5-scheda-val\">entro il 2029<\/div>\n          <\/div>\n        \n      <\/div>\n    \n      <\/section>\n    \n\n      <section class=\"fbp5-section\">\n        <div class=\"fbp5-section-label\">Scenario<\/div>\n        <h2>Perch\u00e9 questa reazione conta per il settore dei chip AI<\/h2>\n        <p>Il rimbalzo delle azioni arriva dopo una fase di nervosismo in cui il mercato aveva iniziato a chiedersi se le valutazioni delle societ\u00e0 AI fossero diventate troppo tirate. Il dubbio principale riguardava i tempi di ritorno economico: costruire infrastrutture AI richiede investimenti enormi, ma la monetizzazione non sempre \u00e8 immediata.<\/p><p>Le indicazioni di Micron e Qualcomm hanno dato una risposta concreta su due anelli della catena del valore. Da un lato c&#8217;\u00e8 una domanda gi\u00e0 visibile per componenti essenziali come le memorie; dall&#8217;altro emergono nuovi piani di espansione nei chip per data center.<\/p>\n        <ul class=\"fbp5-bullet-list\"><li>Il Philadelphia Semiconductor Index aveva perso l&#8217;8% nella seduta di marted\u00ec.<\/li><li>Nonostante la volatilit\u00e0 recente, l&#8217;indice resta in crescita del 90% da inizio 2026.<\/li><li>Prima del rialzo serale di mercoled\u00ec, Micron risultava in aumento di oltre il 260% dall&#8217;inizio dell&#8217;anno.<\/li><\/ul>\n        <div class=\"rh-quickfacts-grid\">\n      <div class=\"rh-quickfacts-card\">\n        <div class=\"rh-quickfacts-label\">Messaggio emerso<\/div>\n        <div class=\"rh-quickfacts-value\">gli investimenti AI stanno gi\u00e0 sostenendo domanda e piani di crescita<\/div>\n      <\/div>\n    <\/div>\n        <div class=\"fbp5-highlight\">Il dato da seguire ora \u00e8 se la forza della domanda AI continuer\u00e0 a propagarsi oltre le Gpu, premiando memoria, networking, storage e macchinari per semiconduttori.<\/div>\n        <div class=\"fbp5-info\">La seduta conferma che il mercato resta molto sensibile a guidance e target industriali quando arrivano da aziende con esposizione diretta alla costruzione dell&#8217;infrastruttura AI.<\/div>\n        \n      <div class=\"fbp5-scheda\">\n        <div class=\"fbp5-scheda-header\">Contesto di mercato<\/div>\n        \n          <div class=\"fbp5-scheda-row\">\n            <div class=\"fbp5-scheda-key\">Correzione recente del settore<\/div>\n            <div class=\"fbp5-scheda-val\">-8% per il Philadelphia Semiconductor Index nella seduta di marted\u00ec<\/div>\n          <\/div>\n        \n          <div class=\"fbp5-scheda-row\">\n            <div class=\"fbp5-scheda-key\">Andamento 2026 dell&#8217;indice<\/div>\n            <div class=\"fbp5-scheda-val\">+90% da inizio anno<\/div>\n          <\/div>\n        \n          <div class=\"fbp5-scheda-row\">\n            <div class=\"fbp5-scheda-key\">Performance Micron nel 2026<\/div>\n            <div class=\"fbp5-scheda-val\">oltre +260% prima del rialzo after hours di mercoled\u00ec<\/div>\n          <\/div>\n        \n      <\/div>\n    \n      <\/section>\n    \n<\/div><div class=\"rh-attribution-pills\" style=\"display:flex;gap:10px;flex-wrap:wrap;justify-content:flex-start;margin:16px 0 0\"><a href=\"https:\/\/www.ithome.com\/0\/968\/246.htm\" target=\"_blank\" rel=\"noopener\" title=\"Via: VIA\" aria-label=\"Via: VIA\" style=\"display:inline-flex;align-items:center;gap:8px;padding:10px 16px;border-radius:16px;background:linear-gradient(135deg,#fff7ed,#ffedd5);color:#c2410c;text-decoration:none;font-size:11px;font-weight:900;letter-spacing:.08em;text-transform:uppercase;border:1px solid rgba(249,115,22,.20);box-shadow:0 8px 22px rgba(249,115,22,.08)\">Via<\/a><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Micron e Qualcomm hanno sorpreso il mercato con stime migliori delle attese, rilanciando i chip AI e il tema data center.<\/p>\n","protected":false},"author":10,"featured_media":32214,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_exactmetrics_skip_tracking":false,"_yoast_wpseo_focuskw_text_input":"Micron Qualcomm chip AI","footnotes":""},"categories":[480],"tags":[44],"class_list":["post-32215","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news","tag-smartphone"],"blocksy_meta":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Micron e Qualcomm riaccendono i chip AI: settore in rialzo di 400 miliardi<\/title>\n<meta name=\"description\" content=\"Micron alza le attese grazie alla domanda di memorie per l&#039;AI, mentre Qualcomm punta ai data center.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" 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