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Qualcomm is in advanced talks to acquire Modular Inc., a software company founded in 2022, in a transaction valuing the company at about $4 billion(約6400億円). A deal could be announced in the coming weeks, though a final agreement has not been reached and terms could still change.
Why it matters
Chipmakers are racing to secure technology and talent across the AI ecosystem. This move would strengthen Qualcomm's AI ambitions and help it compete more directly with Nvidia, the current AI chip leader. Qualcomm has also recently completed a roughly $2.4 billion(約3800億円) cash acquisition of Alphawave IP Group to expand its product lineup.
What to watch
Qualcomm is holding an investor day on Wednesday. The company's shares are up 30% this year. Modular previously raised $250 million(約400億円) at a $1.6 billion(約2600億円) valuation in September, with total capital raised reaching $380 million(約610億円).
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