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QCOMUSasicpublic

Qualcomm Inc.

spillover graph 5

TSMTSMARMARMAVGOQCOM
supplier 1customer 1partner 2competitor 1

relationship list

  • ARMpartner0.90
  • ARMpartner0.90
  • TSMcustomer0.70
  • TSMsupplier0.70
  • AVGOcompetitor0.50

recent signals

2026-06-26·QCOM·m and a
highup

Qualcomm is aggressively expanding its data center AI presence.

Qualcomm is aggressively expanding its data center AI presence.

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2026-06-25·QCOM·guidance change
medup

Qualcomm's investor day on June 24, 2026 featured two major announcements: a $15 billion revenue target for data center...

Qualcomm's investor day on June 24, 2026 featured two major announcements: a $15 billion revenue target for data center chips by 2029, and the acquisition of AI infrastructure startup Modular for ~$4 billion (Bloomberg, CNBC).

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2026-06-23·QCOM·m and a
highup

Qualcomm is in advanced talks to acquire Modular, an AI chip startup, for approximately $4 billion, up from a $1.6...

Qualcomm is in advanced talks to acquire Modular, an AI chip startup, for approximately $4 billion, up from a $1.6 billion valuation in September 2025, according to Bloomberg (Source).

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2026-06-20·QCOM·design loss
meddown

Multiple reports indicate Qualcomm's upcoming Snapdragon 8 Elite Gen 6 Pro processor suffers from a flawed thermal...

Multiple reports indicate Qualcomm's upcoming Snapdragon 8 Elite Gen 6 Pro processor suffers from a flawed thermal design.

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2026-06-19·QCOM·m and a
lowup

According to a report from Data Center Dynamics on June 18, 2026, Qualcomm is considering acquiring AI chip startup...

According to a report from Data Center Dynamics on June 18, 2026, Qualcomm is considering acquiring AI chip startup Tenstorrent [1].

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2026-06-05·QCOM·design win
medup

Multiple reports from South Korean, Chinese, Turkish, and Indonesian sources indicate that Samsung's upcoming Galaxy Z...

Multiple reports from South Korean, Chinese, Turkish, and Indonesian sources indicate that Samsung's upcoming Galaxy Z Flip8 will use Qualcomm's Snapdragon chip instead of Samsung's own Exynos, reversing a previous plan to shift away from Qualcomm.

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2026-05-31·QCOM·new product launch
lowup

According to a TechTimes article ( Qualcomm's Snapdragon C was mentioned as a highlight of Computex 2026.

According to a TechTimes article ( Qualcomm's Snapdragon C was mentioned as a highlight of Computex 2026.

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2026-05-30·QCOM·new product launch
medup

Qualcomm announced the Snapdragon C platform, a new chipset targeting entry-level Windows laptops priced around $300,...

Qualcomm announced the Snapdragon C platform, a new chipset targeting entry-level Windows laptops priced around $300, at Computex 2026.

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2026-05-29·QCOM·low cost pc push
lowneutral

According to a Digitimes report (paywalled, title indicates Qualcomm is betting on US$300 laptops as memory costs...

According to a Digitimes report (paywalled, title indicates Qualcomm is betting on US$300 laptops as memory costs squeeze PC makers), Qualcomm is pivoting toward the low-cost PC segment, targeting devices around $300.

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2026-05-27·QCOM·design win
lowup

A report from Digitimes ( on May 27, 2026, suggests Qualcomm (QCOM) may have secured an AI ASIC design win with...

A report from Digitimes ( on May 27, 2026, suggests Qualcomm (QCOM) may have secured an AI ASIC design win with ByteDance, a major Chinese internet company.

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2026-05-25·QCOM·design win
medup

Qualcomm (QCOM) secured a major automotive design win expansion as Stellantis announced the broader deployment of...

Qualcomm (QCOM) secured a major automotive design win expansion as Stellantis announced the broader deployment of Snapdragon Digital Chassis across its global vehicle lines.

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2026-05-18·QCOM·earnings surprise
highneutral

QCOM IR snapshot

Fallback draft generated from 5 source(s) because normal LLM generation did not return a publishable candidate.

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2026-04-26·QCOM·partnership
medup

Qualcomm is expanding its presence in the automotive sector through multiple partnerships announced at the 2026 Beijing...

Qualcomm is expanding its presence in the automotive sector through multiple partnerships announced at the 2026 Beijing Auto Show.

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