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Qualcomm

Qualcomm

Semiconductor company

Appears in 11 stories · Last updated Nov 9, 2026

Stories

SpaceX buys nationwide spectrum in push to become a mobile carrier

Money Moves

Supplying 5G network equipment for Starlink Mobile

SpaceX agreed to buy nationwide 800 MHz spectrum from Grain Management for about $8 billion, and it is buying EchoStar's wireless licenses in a deal that has grown to roughly $20 billion. The airwaves let Starlink Mobile reach phones on the ground, including indoors.

Updated 2 days ago

Samsung's cash pile passes 200 trillion won as foreign ownership hits 17-year low

Money Moves

Named Samsung a memory supplier for its automotive business

Samsung Electronics held 214.8 trillion won in cash and short-term investments at the end of September 2026, the first South Korean company past 200 trillion won. Net of borrowings it still had 197.6 trillion won, up 30 trillion won in three months, and total assets reached 791.8 trillion won.

Updated 3 days ago

Chip selloff sends Nasdaq into correction after midterm elections

Money Moves

Issued a soft forecast; shares fell 9.5%

The Philadelphia Semiconductor Index fell 12.25% on November 5, 2026, to 9,011.14, its worst day since March 2020. The drop pushed the Nasdaq Composite into a correction, closing at 24,315.00, about 12% below the record it set on October 6.

Updated 3 days ago

Jury finds Arm breached Qualcomm license, awards $2 in damages

Rule Changes

Won breach verdict; judge has not ruled on royalty suspension or v10 talks

On October 13, a Delaware jury found Arm breached its architecture license with Qualcomm and interfered with Qualcomm's relationship with Meta. It awarded $2, one dollar for each claim, and both companies called the result a win.

Updated Nov 1

Qualcomm to pay Huawei in first 5G patent cross-licensing deal

Money Moves

U.S. chipmaker and major patent licensor. In cross-licensing deal with Huawei covering 5G, AI, and computing.

Huawei and Qualcomm announced a multi-year cross-license on October 5. It covers 5G, computing, and artificial intelligence, plus Qualcomm's purchase of some Huawei U.S. patents. Financial terms were not disclosed. The deal is subject to U.S. regulatory approval.

Updated Oct 16

Nvidia enters Windows PC chip market with N1X Arm processor

New Capabilities

As of October 2026: Incumbent Arm Windows chip supplier, now sharing the lane

On June 1 in Taipei, Nvidia CEO Jensen Huang unveiled what the company is calling the RTX Spark Superchip, a 20-core Arm processor co-designed with MediaTek carrying a Blackwell GPU with 6,144 CUDA cores. Microsoft confirmed Windows on Arm support the same morning. ASUS, Dell, HP, Lenovo, Microsoft Surface, and MSI committed to shipping RTX Spark laptops this fall, with Acer and GIGABYTE announced as follow-on brands.

Updated Oct 8

Qualcomm launches 2nm Snapdragon 8 Elite Gen 6 chips in two tiers

New Capabilities

As of September 2026: Launched two flagship mobile chips

Qualcomm's new flagship phone chips are the first mobile processors to break the 5 GHz clock-speed barrier. They're also the first built on TSMC's 2nm process, and they arrive in two versions instead of one.

Updated Sep 23

Operating systems become AI agent platforms

New Capabilities

As of June 2026: Primary NPU supplier for Copilot+ PCs

For 40 years, an operating system was a passive surface: apps ran on it, users clicked through it, and the OS arbitrated memory and files. On June 2, 2026, Microsoft moved Windows out of that role.

Updated Jun 2

Samsung bets on multi-agent AI and hardware privacy to define the next smartphone era

New Capabilities

As of May 2026: Supplying Snapdragon 8 Elite Gen 5 for Galaxy S26 series

Two years ago, Samsung declared its Galaxy S24 the 'world's first AI phone.' On February 25, Samsung unveiled the Galaxy S26 with three competing AI assistants running simultaneously, a privacy display that physically blocks shoulder surfers at the pixel level, and a 100-trillion-operation processor. The company is rebuilding phones around AI as the core organizing principle.

Updated May 29

Apple's 2026 hardware offensive

New Capabilities

As of May 2026: Longtime iPhone modem supplier facing reduced Apple orders

Apple kicked off its 2026 hardware push on March 2, announcing the iPhone 17e and 12th-generation iPad. Both devices bring AI features to lower-priced products ahead of the March 4 multi-city events in New York, Shanghai, and London.

Updated May 29

Arm Holdings faces global antitrust scrutiny over chip licensing

Rule Changes

As of May 2026: Lead complainant in global antitrust effort

Arm Holdings designs the chip architecture found in roughly 99% of smartphones and a growing share of data-center processors. On May 6 it reported record quarterly results. Five days later, Bloomberg revealed the Federal Trade Commission had opened an antitrust probe into how the company distributes those designs.

Updated May 20