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QUALCOMM Incorporated (San Diego, US) is the world's leading fabless designer of mobile system-on-chips (SoCs), wireless modems, and RF front-end modules. Its Snapdragon platform powers the majority of premium Android smartphones and is expanding rapidly into automotive (Snapdragon Digital Chassis), PCs, and XR.
Named counterparties identified by open-source research and written only where a primary source states the relationship — never inferred from sector or co-mention. 3 suppliers. This is a partial view: it covers the relationships we could evidence, not the company's full supply base.
Qualcomm FY2025 Form 10-K: "The primary foundry suppliers for our various digital, analog/mixed-signal, RF and PM integrated circuits include Taiwan Semiconductor Manufacturing Company (TSMC), Samsung Electronics and Global Foundries." Named as a foundry supplier; no volume or share is disclosed and none is implied here. Re-fetched and re-quoted 2026-09-17, unchanged since 2026-06-24 — still the live FY2025 10-K (fiscal year ended 2025-09-28).
Qualcomm FY2025 Form 10-K: "The primary foundry suppliers for our various digital, analog/mixed-signal, RF and PM integrated circuits include Taiwan Semiconductor Manufacturing Company (TSMC), Samsung Electronics and Global Foundries." Named as a foundry supplier; no volume or share is disclosed and none is implied here. Re-fetched and re-quoted 2026-09-17, unchanged since 2026-06-24 — still the live FY2025 10-K (fiscal year ended 2025-09-28).
Qualcomm FY2025 Form 10-K: "Our primary semiconductor assembly and test suppliers are Advanced Semiconductor Engineering, Amkor Technology, Siliconware Precision Industries and STATSChipPAC." Named as an assembly/test supplier; no volume disclosed. Re-fetched and re-quoted 2026-09-17, unchanged since 2026-06-24 — still the live FY2025 10-K (fiscal year ended 2025-09-28).
Scope. Absence of a counterparty here is not evidence that none exists — most commercial sourcing is confidential and never becomes public. Rows without a share figure mean no share was disclosed, not that the relationship is small.
Every exposure is read as a buyer dependency; the top 3 are its binding chokepoints.
As a buyer, policy pressure across its consumed materials is rising.
Descriptive trend in official policy actions on this company’s materials — a policy-pressure trend, not a price or trading signal. No forward probability is implied. Direction is measured on actions we have discovered, and discovery lags events: where the recent window is too thin to support a calm reading, the row says coverage-limited instead of easing.
🇺🇸 US accounts for 78% of severity-weighted pressure.