QCOM · 8-K · 20260729PR000085

Supply Chain and Inventory

QUALCOMM INC/DE · 2026-07-29 · Importance 79 · Surprise 66

Qualcomm reported a challenging memory and supply environment affecting its third-quarter execution. The company said the semiconductor industry is experiencing broad-based input-cost increases across wafer fabrication, assembly, test, advanced packaging, memory and other materials. Inventory increased to $8.379 billion at June 28, 2026, from $6.526 billion at September 28, 2025, a 28% increase, indicating elevated working inventory amid supply and cost pressures.

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