QCOM · News · 20261105N

Supply Chain and Pricing Pressure

QUALCOMM INC/DE · 2026-11-05 · Importance 20 · Surprise 24

Third-party reporting cited industrywide memory constraints and rising memory costs as pressures on Qualcomm’s handset chip business. Higher component costs were also described as weighing on the company’s smartphone processor outlook. The reports did not quantify a specific supply shortfall or lead-time impact.