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© 2026 Silicon Nexus. Data sourced from DART (Korea's EDGAR — operated by the Financial Supervisory Service).

Qualcomm (QCOM) | Silicon Nexus

QCOM

Qualcomm

퀄컴

Price

Supply Chain Position

Fabless (Logic/AI/Mobile)

Designs mobile SoCs, modems, RF front-end, and connectivity chips for smartphones, automotive, and IoT; licenses cellular IP.

Suppliers

TSMC
Samsung Foundry
ASE Technology
Amkor Technology

↓

Qualcomm

↓

Customers

Samsung Electronics
Xiaomi
Apple
OPPO
Honor

Competitors

MediaTekBroadcom

Recent Disclosures (9)

Jun 24, 2026medium
Qualcomm — Unregistered Sale of Equity Securities
Qualcomm filed an 8-K disclosing an unregistered sale of equity securities under Item 3.02, which typically signals a private placement, convertible note issuance, or similar capital raise that could be dilutive to existing shareholders. PMs should watch for size, pricing, use of proceeds, and any associated registration rights once details emerge. Full filing body not analyzed; description inferred from form + item codes.

Apple

Samsung LSI

UNISOC

Notes

Dominant supplier of premium Android smartphone SoCs and 5G modems, with a high-margin licensing (QTL) business based on cellular standard-essential patents. Apple modem business is winding down as Apple transitions to in-house modems, partially offset by automotive (Snapdragon Digital Chassis) and PC (Snapdragon X) diversification.

See Qualcomm in the full network map

Dec 10, 2025low

Qualcomm — Bylaw Amendments Adopted

Filing reports amendments to Qualcomm's bylaws or articles of incorporation (Item 5.03), with related exhibits attached (Item 9.01). Bylaw changes can shift governance mechanics — advance-notice provisions, board composition, shareholder rights — so PMs holding QCOM should skim the amended text for any defensive or activist-related changes. Full filing body not analyzed; description inferred from form + item codes.

Dec 16, 2025low

Qualcomm — Officer/Director Change Disclosed

Full filing body not analyzed; description inferred from form + item codes. Item 5.02 indicates a change involving directors or principal officers — appointment, departure, or compensation arrangement. PM relevance is limited unless the change involves the CEO, CFO, or another key executive driving Qualcomm's handset, automotive, or IoT strategy.

Jan 16, 2026low

Qualcomm — Officer/Director Change Disclosed

Qualcomm filed an 8-K under Item 5.02, signaling a change among executive officers or directors (appointment, departure, or compensation arrangement). Full filing body not analyzed; description inferred from form + item codes. Material for PMs only if the change involves the CEO, CFO, or another key leader shaping Qualcomm's handset/auto/IoT strategy amid the AI-edge transition.

Feb 4, 2026medium

Qualcomm — Q1 FY26 Quarterly Report (10-Q)

Quarterly filing covering the period ended 2025-12-28, likely detailing handset chipset (QCT) and licensing (QTL) revenue trends, Apple modem share, automotive/IoT diversification progress, and updated FY26 guidance commentary. Full filing body not analyzed; description inferred from form + item codes. PMs should watch gross margin, China handset exposure, and capital return cadence.

Feb 4, 2026high

Qualcomm — Quarterly Earnings Release

Filing is an Item 2.02 earnings release with supporting exhibits (9.01), almost certainly Qualcomm's quarterly results press release and financial tables. Full filing body not analyzed; description inferred from form + item codes. PMs should check revenue mix (handsets vs. automotive vs. IoT), QCT margins, and any forward guidance for read-through to Asian semi supply chain (Samsung Foundry, TSMC, MediaTek competitive dynamics).

Mar 19, 2026low

Qualcomm — Annual Meeting Vote Results Disclosed

Qualcomm filed an 8-K under Item 5.07 reporting the results of shareholder votes at its annual meeting, typically covering director elections, auditor ratification, and say-on-pay. Full filing body not analyzed; description inferred from form + item codes. Routine governance disclosure with limited near-term impact on fundamentals or estimates.

Apr 29, 2026medium

Qualcomm — Q2 FY26 10-Q Quarterly Report

Quarterly filing covering the period ended 2026-03-29, expected to detail handset chipset revenue trends, licensing (QTL) performance, automotive and IoT segment progress, and any commentary on Apple modem transition exposure or China demand. PMs should watch for segment mix shifts, gross margin trajectory, and forward guidance language. Full filing body not analyzed; description inferred from form + item codes.

Apr 29, 2026high

Qualcomm — Q2 FY26 Earnings Release

Full filing body not analyzed; description inferred from form + item codes. Item 2.02 indicates Qualcomm released quarterly earnings, with Item 9.01 attaching the press release and financial exhibits. PMs should watch handset QCT revenue, Apple modem share trajectory, automotive/IoT growth, and any FY26 guidance shift relevant to KR/TW memory and foundry read-throughs.