QCOM · News · 20261106N

Supply Chain Constraints

QUALCOMM INC/DE · 2026-11-06 · Importance 18 · Surprise 24

CEO Cristiano Amon described an extreme semiconductor-industry shortage, saying wafers, substrates and assembly capacity were all constrained by very high demand. He also noted that energy-project lead times can exceed compute lead times, potentially affecting data-center buildouts. The report gives no quantified Qualcomm-specific supply impact.

Key facts

• QUALCOMM CEO Cristiano Amon said the semiconductor industry was experiencing an extreme shortage, including shortages of wafers, substrate, and assembly.
• QUALCOMM CEO Cristiano Amon said energy-project lead times can be longer than compute lead times. source