Qualcomm.
American global semiconductor company
- Reports this week
- 50
- Active events
- 34
- Connections
- 434
What's happening
Active this week
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Talks regarding potential acquisition of AI-chip startup Tenstorrent involving Qualcomm.Some support2 reports
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Norges Bank bought a new position in Qualcomm shares, coinciding with buy ratings and price targets from TD Cowen, reported by MarketBeat.Well supported3 reports
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Qualcomm CEO Cristiano Amon outlined the company's strategic roadmap during recent conference calls.Well supported5 reports
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Qualcomm is identified as a leading innovator and manufacturer.Some support4 reports
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Several major semiconductor companies, including AMD, Qualcomm, Micron, and Microchip, are identified as key players in the AI chip market.Well supported12 reports1 development inside
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Qualcomm listed its shares on the Nasdaq stock exchange on May 27, 2026.Well supported13 reports
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TSMC is manufacturing AI chips for AMD and Nvidia, while the companies explore advanced scaling solutions.Well supported32 reports8 developments inside
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ISI raised price target to $380, driven by renewed patent licensing agreements between Apple and Qualcomm, and strong iPhone 18 demand.Some support1 report
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The AI industry is seeing major shifts, with OEMs like Lenovo developing AI PC lineups, while Intel competes with AMD and Qualcomm, and software like Microsoft Power BI leverages AI.Well supported5 reports5 developments inside
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Microsoft, Apple Inc., and Qualcomm are contending in the premium thin-and-light market, utilizing Snapdragon X2 chips in new devices.Some support3 reports1 development inside
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Cisco and Qualcomm are pivoting into AI infrastructure after being listed on the Nasdaq electronic stock exchange.Some support3 reports
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Liquid AI has tuned its software to run specifically on Qualcomm chips.Some support1 report
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Apple's modem contract expiration is impacting Qualcomm, which is simultaneously managing warrant issues with Amazon and developing custom chips for AWS data centers.Some support1 report2 developments inside
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Apple Inc. renewed its global patent license agreement with Qualcomm.Well supported10 reports
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EOG Resources, ConocoPhillips, Texas Instruments, and Qualcomm are noted as having meaningful weight in the SCHD ETF.Some support1 report
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While Amon is CEO of Qualcomm, the company is hosting the Snapdragon Summit 2026 in Maui.Some support3 reports2 developments inside
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Chip findings announced at the annual industry summit in Maui, involving premium devices from companies including Motorola, Xiaomi, and ZTE.Some support1 report
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Qualcomm, Texas Instruments, and UnitedHealth Group are listed as top holdings in the Schwab U.S. Dividend Equity ETF.Some support6 reports1 development inside
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The Federal Reserve has raised interest rates, leading to market conditions that affect the companies of focus.Some support1 report
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Honor and other companies are utilizing platforms provided by the industry, as a new chip was announced at the Snapdragon Summit held in Hawaii.Some support2 reports
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PrismML optimized models for Qualcomm hardware.Some support1 report
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Rumors suggest that Xiaomi is planning to utilize the high-end Snapdragon 8 Elite Gen 6 chip from Qualcomm in its upcoming devices.Some support2 reports1 development inside
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Xiaomi phones are now confirmed to be utilizing the latest processors supplied by Qualcomm.Some support3 reports
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Xiaomi models are appearing in EEC listings, while the company is tipped to use Qualcomm chips to compete in the premium Android market.Some support2 reports1 development inside
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Qualcomm, led by Cristiano Amon, is strategically pivoting its business focus into the growing markets of Artificial Intelligence (AI) and the Internet of Things (IoT).Well supported6 reports1 development inside
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OpenAI and Astra are pursuing custom AI chip development deals with Intel and Qualcomm, amid ongoing AI disruption fears.Some support4 reports1 development inside
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OpenAI, Intel, and Qualcomm, alongside other tech firms, jointly unveiled an optical interconnect demonstration to support AI infrastructure ambitions.Some support1 report
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OnePlus is utilizing the high-end Snapdragon 8 Elite Gen 6 Pro chip from Qualcomm, with market expectations being shaped by tech rumors.Well supported4 reports
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Rivalry in the chip market fuels competition among AMD, Qualcomm, Meta, and Intel, driven by the AI agent race.Some support2 reports
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The competitive landscape is putting pressure on silicon design, with TSMC facing constraints in its 3nm chip supply.Well supported4 reports1 development inside
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MediaTek is leveraging TSMC's 2nm process for flagship chips, while the company, based in San Diego, faces cost pressures and market share gains are pressuring Qualcomm's position.Some support1 report
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Corning, Málaga, and Qualcomm announced a partnership to demonstrate optical interconnect technology at ECOC 2026, which is tied to an equity distribution agreement.Some support1 report
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The article mentions both Qualcomm and Caesars Palace as entities involved in a development.Some support2 reports
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Google is partnering with Dell and HP to launch Googlebook designs powered by Qualcomm's Snapdragon X Elite.Some support2 reports
Earlier this month
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AI infrastructure spending is driving demand for memory, benefiting companies like Micron, SanDisk, and those who rely on TSMC for manufacturing their chips (Nvidia, Sony, Qualcomm).Some support1 report
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Micron Technology and Qualcomm are held in Altimeter Capital portfolio.Some support2 reports
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Qualcomm is seeking to become a meaningful supplier of chips for the data center market.Some support1 report
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Qualcomm and Intel are raising prices on their products, including CPUs, due to surging demand and higher costs for components like memory and storage.Some support2 reports1 development inside
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Amazon, Qualcomm, and Marvell Technology announced a partnership focused on leveraging custom chips for data centers and driving AI semiconductor revenue.Some support2 reports
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Market share competition in chip design and platform offering investments involving Armidale Regional Airport, Qualcomm, and SoFi.Some support1 report
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Qualcomm and JSB Financial Inc. were both listed among 'fallen angels' on September 14, 2026.Some support1 report
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Qualcomm, TSMC, and AWS are collaborating on achieving key milestones for next-generation custom AI data center chip manufacturing.Some support2 reports1 development inside
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Qualcomm positioned Snapdragon 8 Elite as the performance ceiling for the Samsung Galaxy S25+.Some support1 report1 development inside
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Positive market outlook for Qualcomm driven by its successful gains in the mobile and edge AI market segments.Some support2 reports
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A market pullback is affecting high-growth tech assets, including Bitcoin, Nvidia, Microsoft, Oracle, and Qualcomm, due to risk-off sentiment in the tech sector.Some support4 reports3 developments inside
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Cristiano Amon was appointed as the CEO of Qualcomm on August 13, 2025.Well supported4 reports
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Apple is competing in the foldable smartphone market while actively reducing its dependence on Qualcomm chips.Some support1 report
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Amazon partners with Qualcomm on custom AI chips, while AT&T becomes a major customer for Amazon Leo. Amazon is also diversifying away from Nvidia.Some support1 report
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Intel, Qualcomm, Marvell, and Amazon are collaborating to develop custom AI chips, leading to stock jumps.Some support1 report
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Qualcomm, Apple, and Amazon are collaborating on high-performance optical connectivity for AI, with a deal to purchase up to $60 billion in AI data center chips.Some support1 report
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Wells Fargo issued stock ratings (downgrade/upgrade) for Eagle Materials and Qualcomm amid Fed rate hike fears.Some support2 reports
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AWS unit co-develops custom silicon with Qualcomm, while a market cap gap is noted between the two companies.Well supported19 reports
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Qualcomm filed required disclosures regarding institutional stake purchases with the Securities and Exchange Commission.Well supported3 reports1 development inside
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Qualcomm issued a warrant to Amazon regarding a stake purchase.Some support29 reports
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Qualcomm, Google, and Gentle Monster announced a partnership to push the smart eyewear market.Some support1 report2 developments inside
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A new headset utilizing the Snapdragon XR2+ Gen 2 processor is available, running on the Android XR platform developed with Google.Some support1 report
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Peter Friedman taught chemistry at Grossmont College, while an engineer moved to Del Mar and alumni from Hungary attended a gathering.Some support1 report
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Qualcomm CEO targets $15 billion silicon business by 2030, focusing on AI accelerator collaborations with partners.Some support2 reports
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Qualcomm Ventures, the investment arm of Qualcomm, invested in a Bengaluru-based startup.Some support1 report
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Huawei is leveraging alternative architectures and unique chip processes to challenge the established nodes of rivals like Intel, TSMC, and Qualcomm.Some support3 reports1 development inside
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What's reaching Qualcomm
Recent events traced to Qualcomm, step by step- How will the agreement on AI governance affect Qualcomm's operational environment?Qualcomm may benefit from increased predictability in chip supply rulesReported
- How could potential Chinese export controls affect Qualcomm's production capabilities?Chinese regulators may restrict Qualcomm's production of advanced chipsReported
Around Qualcomm this week
News at the entities that move Qualcomm most-
OnePlus StructuralAmber Group has secured manufacturing collaborations to produce mobile phones for major brands including OnePlus, Realme, and Oppo.Moves Qualcomm
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Nvidia OperationalNvidia is expanding its platform deployment across major cloud providers, including Google Cloud and Microsoft Azure.Moves Qualcomm
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TSMC StructuralTSMC signed a 10-year advanced packaging partnership in Arizona.Moves Qualcomm
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Cristiano Amon StructuralApple secured a $30B agreement for U.S. manufacturing, benefiting U.S. silicon beneficiaries, while Nvidia's decoupling offers a growth roadmap.Moves Qualcomm
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BMW StructuralWeakness in the Chinese market has negatively impacted BMW's profit outlook.Moves Qualcomm
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Meta StructuralMeta is launching a new commercial wing specifically focused on AI deployment.Moves Qualcomm
Connections
The 40 strongest of 434, analyzed from the reporting. The bars show how strongly a change on one side reaches the other.-
Cristiano Amon Structural
Cristiano Amon holds the formal executive role as President and CEO of Qualcomm.
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Modular Transactional
Qualcomm completed the acquisition of Modular in an all-stock deal valued at $3.92 billion to integrate its AI software platform.
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Xiaomi Structural
Xiaomi relies on Qualcomm for advanced chipsets via long-term contracts, while both companies actively compete for market share in the mobile processor industry.
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OnePlus Structural
OnePlus relies on Qualcomm for advanced chipset technology in its devices, forming a critical supply chain link.
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Nvidia Operational
Nvidia and Qualcomm are intense rivals competing for market share in AI, data center, and automotive chip markets while also engaging in strategic co-development.
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Microsoft Structural
Microsoft integrates specialized chips and AI technology from Qualcomm into its data center and consumer product lines through a strategic, ongoing partnership.
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BMW Structural
Qualcomm is the long-term, critical supplier of compute silicon and ADAS software for BMW's next-generation vehicles.
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Meta Structural
Strategic partnership where Qualcomm supplies critical AI/data center chips for Meta's infrastructure, while both companies remain competitors in the broader market.
Show all 40 connections
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Amazon Web Services Operational
AWS and Qualcomm are engaged in a strategic, high-volume partnership focused on co-developing custom silicon and optical connectivity solutions for large-scale AI data centers.
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MediaTek Operational
Qualcomm and MediaTek are direct rivals, actively competing for market share in the premium smartphone chip technology sector.
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TSMC Structural
Qualcomm relies on TSMC as a critical foundry partner, utilizing TSMC's advanced process nodes for chip manufacturing.
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Google Operational
Qualcomm and Google maintain a dual operational relationship involving strategic client partnerships, competitive product evaluation, and shared market exposure.
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Intel Operational
Intel and Qualcomm are intense, ongoing competitors across various chip markets, including AI, data centers, and PC platforms.
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ByteDance Structural
Qualcomm is engaged in a co-development partnership with ByteDance, supplying custom AI chips and ASICs for ByteDance's data center and AI agent software.
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Stellantis Structural
Qualcomm and Stellantis maintain an expanded, long-term partnership for the adoption of Qualcomm's Snapdragon Digital Chassis technology.
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Veoneer Structural
Qualcomm acquired Veoneer, establishing a parent-subsidiary relationship focused on driver-assistance technology.
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Qualcomm Ventures Structural
Qualcomm Ventures functions as the dedicated investment arm of the larger corporate entity, Qualcomm.
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ASUS Structural
ASUS incorporates and utilizes advanced chips and processors supplied by Qualcomm in its laptop products.
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QCT Structural
QCT functions as a business unit or segment within the larger corporate structure of Qualcomm.
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OpenAI Operational
OpenAI and Qualcomm actively partner on AI chips while simultaneously competing for market share in the AI industry.
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Redmi Structural
Redmi devices incorporate Qualcomm's Snapdragon processors for core functionality.
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SpaceX Structural
SpaceX relies on Qualcomm Snapdragon chips for its device and prototype designs, establishing a critical supply chain dependency.
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Motorola Structural
Motorola integrates Qualcomm processors into its Android phone line, establishing a critical supply chain dependency.
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Apple Inc. Operational
Apple is actively replacing Qualcomm's components and reducing reliance on the supplier by developing in-house modem technology.
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Securities and Exchange Commission Structural
Qualcomm is subject to mandatory reporting and oversight requirements by the SEC regarding institutional holdings and financial disclosures.
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Vietnam Structural
Qualcomm is establishing strategic R&D centers and investments in Vietnam, while Vietnam aligns its high-tech strategy to leverage this corporate presence.
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Corning Operational
Corning and Qualcomm are collaborating on a partnership to develop and demonstrate optical interconnect technologies for artificial intelligence applications.
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Tenstorrent Transactional
Qualcomm is in advanced talks regarding the potential acquisition of AI-chip startup Tenstorrent.
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Marvell Technology Operational
Marvell and Qualcomm are direct competitors in the high-beta AI silicon and semiconductor chip market.
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Lenovo Structural
Lenovo incorporates and offers products utilizing Qualcomm's chips and platforms, establishing a functional supply chain dependency.
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Anthropic Structural
Anthropic relies on specialized chips supplied by Qualcomm for its advanced AI models.
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ZTE Structural
ZTE incorporates chips supplied by Qualcomm into its premium devices, establishing a critical supply chain dependence.
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Windows Hello Structural
The functionality of Windows Hello relies on the underlying hardware and software provided by Qualcomm's Snapdragon chip.
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HP Inc. Structural
HP is integrating Qualcomm's Snapdragon technology into its Googlebook designs, establishing a core product dependency.
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Astera Labs Operational
Astera Labs and Qualcomm are direct competitors in the advanced semiconductor and AI connectivity markets.
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Russell Transactional
The company was removed from the Russell indexes.
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Jeep Structural
Qualcomm supplies chips that enable navigation and driver assistance features in modern Jeep vehicles.
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Broadcom Operational
Qualcomm and Broadcom are direct, high-stakes competitors in the custom AI chip and broader semiconductor markets, including patent disputes.
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Amazon.com, Inc. Operational
Amazon is actively targeting and collaborating with Qualcomm on the development of custom AI chips and infrastructure.
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Dragonfly Transactional
A's developed Dragonfly C1000 data center CPU is being actively adopted and scaled by Qualcomm for its data center operations.
History
Events by the month they beganSeptember 2026
40 events- ISI raised price target to $380, driven by renewed patent licensing agreements between Apple and Qualcomm, and strong iPhone 18 demand.
- Cisco and Qualcomm are pivoting into AI infrastructure after being listed on the Nasdaq electronic stock exchange.
- Liquid AI has tuned its software to run specifically on Qualcomm chips.
- Apple's modem contract expiration is impacting Qualcomm, which is simultaneously managing warrant issues with Amazon and developing custom chips for AWS data centers.
- Apple Inc. renewed its global patent license agreement with Qualcomm.
- EOG Resources, ConocoPhillips, Texas Instruments, and Qualcomm are noted as having meaningful weight in the SCHD ETF.
- While Amon is CEO of Qualcomm, the company is hosting the Snapdragon Summit 2026 in Maui.
- Chip findings announced at the annual industry summit in Maui, involving premium devices from companies including Motorola, Xiaomi, and ZTE.
- The Federal Reserve has raised interest rates, leading to market conditions that affect the companies of focus.
- Honor and other companies are utilizing platforms provided by the industry, as a new chip was announced at the Snapdragon Summit held in Hawaii.
- PrismML optimized models for Qualcomm hardware.
- Xiaomi phones are now confirmed to be utilizing the latest processors supplied by Qualcomm.
- Xiaomi models are appearing in EEC listings, while the company is tipped to use Qualcomm chips to compete in the premium Android market.
- OpenAI and Astra are pursuing custom AI chip development deals with Intel and Qualcomm, amid ongoing AI disruption fears.
- OpenAI, Intel, and Qualcomm, alongside other tech firms, jointly unveiled an optical interconnect demonstration to support AI infrastructure ambitions.
- OnePlus is utilizing the high-end Snapdragon 8 Elite Gen 6 Pro chip from Qualcomm, with market expectations being shaped by tech rumors.
- Rivalry in the chip market fuels competition among AMD, Qualcomm, Meta, and Intel, driven by the AI agent race.
- MediaTek is leveraging TSMC's 2nm process for flagship chips, while the company, based in San Diego, faces cost pressures and market share gains are pressuring Qualcomm's position.
- Corning, Málaga, and Qualcomm announced a partnership to demonstrate optical interconnect technology at ECOC 2026, which is tied to an equity distribution agreement.
- The article mentions both Qualcomm and Caesars Palace as entities involved in a development.
- Google is partnering with Dell and HP to launch Googlebook designs powered by Qualcomm's Snapdragon X Elite.
- AI infrastructure spending is driving demand for memory, benefiting companies like Micron, SanDisk, and those who rely on TSMC for manufacturing their chips (Nvidia, Sony, Qualcomm).
- Micron Technology and Qualcomm are held in Altimeter Capital portfolio.
- Qualcomm is seeking to become a meaningful supplier of chips for the data center market.
- Qualcomm and Intel are raising prices on their products, including CPUs, due to surging demand and higher costs for components like memory and storage.
- Amazon, Qualcomm, and Marvell Technology announced a partnership focused on leveraging custom chips for data centers and driving AI semiconductor revenue.
- Market share competition in chip design and platform offering investments involving Armidale Regional Airport, Qualcomm, and SoFi.
- Qualcomm and JSB Financial Inc. were both listed among 'fallen angels' on September 14, 2026.
- Qualcomm, TSMC, and AWS are collaborating on achieving key milestones for next-generation custom AI data center chip manufacturing.
- Apple is competing in the foldable smartphone market while actively reducing its dependence on Qualcomm chips.
- Amazon partners with Qualcomm on custom AI chips, while AT&T becomes a major customer for Amazon Leo. Amazon is also diversifying away from Nvidia.
- Intel, Qualcomm, Marvell, and Amazon are collaborating to develop custom AI chips, leading to stock jumps.
- Qualcomm, Apple, and Amazon are collaborating on high-performance optical connectivity for AI, with a deal to purchase up to $60 billion in AI data center chips.
- Wells Fargo issued stock ratings (downgrade/upgrade) for Eagle Materials and Qualcomm amid Fed rate hike fears.
- AWS unit co-develops custom silicon with Qualcomm, while a market cap gap is noted between the two companies.
- Qualcomm issued a warrant to Amazon regarding a stake purchase.
- A new headset utilizing the Snapdragon XR2+ Gen 2 processor is available, running on the Android XR platform developed with Google.
- Peter Friedman taught chemistry at Grossmont College, while an engineer moved to Del Mar and alumni from Hungary attended a gathering.
- Qualcomm CEO targets $15 billion silicon business by 2030, focusing on AI accelerator collaborations with partners.
- Qualcomm Ventures, the investment arm of Qualcomm, invested in a Bengaluru-based startup.
August 2026
3 events- Qualcomm, Texas Instruments, and UnitedHealth Group are listed as top holdings in the Schwab U.S. Dividend Equity ETF.
- Qualcomm, Google, and Gentle Monster announced a partnership to push the smart eyewear market.
- Huawei is leveraging alternative architectures and unique chip processes to challenge the established nodes of rivals like Intel, TSMC, and Qualcomm.
July 2026
2 eventsShow 1 earlier month
June 2026
15 events- Talks regarding potential acquisition of AI-chip startup Tenstorrent involving Qualcomm.
- Norges Bank bought a new position in Qualcomm shares, coinciding with buy ratings and price targets from TD Cowen, reported by MarketBeat.
- Qualcomm CEO Cristiano Amon outlined the company's strategic roadmap during recent conference calls.
- Qualcomm is identified as a leading innovator and manufacturer.
- Several major semiconductor companies, including AMD, Qualcomm, Micron, and Microchip, are identified as key players in the AI chip market.
- Qualcomm listed its shares on the Nasdaq stock exchange on May 27, 2026.
- TSMC is manufacturing AI chips for AMD and Nvidia, while the companies explore advanced scaling solutions.
- The AI industry is seeing major shifts, with OEMs like Lenovo developing AI PC lineups, while Intel competes with AMD and Qualcomm, and software like Microsoft Power BI leverages AI.
- Microsoft, Apple Inc., and Qualcomm are contending in the premium thin-and-light market, utilizing Snapdragon X2 chips in new devices.
- Rumors suggest that Xiaomi is planning to utilize the high-end Snapdragon 8 Elite Gen 6 chip from Qualcomm in its upcoming devices.
- Qualcomm, led by Cristiano Amon, is strategically pivoting its business focus into the growing markets of Artificial Intelligence (AI) and the Internet of Things (IoT).
- The competitive landscape is putting pressure on silicon design, with TSMC facing constraints in its 3nm chip supply.
- A market pullback is affecting high-growth tech assets, including Bitcoin, Nvidia, Microsoft, Oracle, and Qualcomm, due to risk-off sentiment in the tech sector.
- Cristiano Amon was appointed as the CEO of Qualcomm on August 13, 2025.
- Qualcomm filed required disclosures regarding institutional stake purchases with the Securities and Exchange Commission.