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United StatesQualcomm (QCOM)

AI supply-chain role

Designs or supplies processors and accelerators for AI computing.

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Sources may describe historical activity or future plans. Source publication dates do not confirm current deliveries. ✓ Verified means one of the two companies confirmed the relationship in its own filing, investor-relations release or official announcement, and the source link was checked on the review date.

Suppliers 1

GlobalFoundries· SupplierIncludes announced / planned activity
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Announced / planned — delivery not confirmed

GlobalFoundries has announced plans to supply Qualcomm.

Source description and scope

GlobalFoundries and Qualcomm extended their semiconductor manufacturing capacity agreement through 2028

Contracted capacity; not a claim of GPU production or completed future purchases.

Customers 1

Microsoft· Customer

Snapdragon X2

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Documented — status as described by source

Qualcomm supplies Microsoft.

Product / business: Snapdragon X2

Source description and scope

Qualcomm documents Snapdragon X2 series processors in Microsoft Surface Copilot+ PCs for on-device AI.

Source-specific relationship; no exclusivity, purchase volume, or future completion inferred.

Partners & technology 2

Longsys· Partner / technology

Design tools / technical qualification

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Documented — status as described by source

Qualcomm and Longsys have a documented ecosystem integration or collaboration.

Product / business: Design tools / technical qualification

Source description and scope

Longsys FORESEE automotive UFS passed compatibility certification for Qualcomm's 8155 cockpit platform.

Compatibility certification only; 8295 validation was still in progress at the source date.

Biwin· Partner / technology

Design tools / technical qualification

Open company
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Documented — status as described by source

Qualcomm and Biwin have a documented ecosystem integration or collaboration.

Product / business: Design tools / technical qualification

Source description and scope

Biwin reported Qualcomm SoC platform certification for its embedded-storage products at MWC Shanghai 2025.

Platform qualification does not identify Qualcomm as a direct purchaser.

Latest earnings

2026-07-29
QCOM · Earnings announcement ↗

Latest company announcements

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Ticker
QCOM
Exchange
NASDAQ
Currency
USD
Country
US
Security
Common Stock
Industry roles
AI compute
Listing source history

Listing data synced 2026-04-16. This is the listing record date, separate from quote updates.

Website
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Investor relations
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Filings
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Financial report at last profile review

10-Q · 2026-06-28 ↗

Period ended 2026-06-28 · Published 2026-07-29

Source review history

Sources checked 2026-09-13 · Profile review date, separate from quote updates.

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