China & Qualcomm
27 shared events · Importance 3 · Last updated Aug 19, 2026
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Tech
China: China is a key competitor, with advantages in electricity capacity and mineral supply; the EU plan seeks to counterbalance Chinese influence.
Qualcomm: Qualcomm signed a letter of intent to supply chips, expanding its role in AI data center hardware.
Jul 29, 2026 · 41 articles
Tech
China: China views Taiwan as its territory and maintains a military presence around the island, creating geopolitical tension that could impact global supply chains. Its actions are a backdrop to Taiwan's efforts to maintain stability.
Qualcomm: Qualcomm's President and CEO, Cristiano R. Amon, is a keynote speaker at Computex, contributing insights into the future direction of the AI industry, particularly in edge AI.
May 28, 2026 · 23 articles
Business
China: AI startups like DeepSeek and Moonshot increase competition; markets impacted.
Qualcomm: Fell about 2% in premarket.
Apr 20, 2026 · 344 articles
Business
China: China is affected by U.S. export controls on advanced chips, and TSMC's expansion may increase geopolitical tensions in the semiconductor sector.
Qualcomm: Qualcomm, a TSMC customer, benefits from increased U.S. manufacturing capacity and robust demand for advanced chips.
Jul 16, 2026 · 85 articles
Business
China: Chinese customers face the steepest price increases due to strong demand and U.S. export curbs, increasing reliance on overseas foundries.
Qualcomm: Qualcomm is a customer of Samsung's SF4 line, facing higher chip prices but ensuring supply.
Aug 19, 2026 · 9 articles
Business
China: China softness and trade tensions are headwinds for Qualcomm's handset revenue, though management expects a bottom in Q3.
Qualcomm: Qualcomm is the central entity, executing a strategic pivot to AI data centers and automotive. The company's Investor Day targets and new product launches are driving bullish sentiment, but handset decline and competitive risks temper the outlook.
Jun 12, 2026 · 19 articles
Business
China: AI startups surged on domestic chip developments. Potential U.S. import ban on components.
Qualcomm: Forecast weak profit, leading to a stock decline. Faced headwinds from Apple product revenue decline.
Jul 14, 2026 · 280 articles
unfocused
China: China is a focus of U.S. defense policy in the Indo-Pacific, with U.S. Defense Secretary Pete Hegseth softening past comments but maintaining commitment to regional security.
Qualcomm: Qualcomm rose after reportedly reaching a deal with ByteDance to supply chips, boosting its stock performance.
May 19, 2026 · 199 articles
International
China: Hosted WAIC 2026, launched WAICO, announced AI training and cooperation initiatives, positioning itself as global AI governance leader.
Qualcomm: Chips used in Emdoor's wearable solutions.
Jul 08, 2026 · 315 articles
Tech
China: China's dominance in making physical components for robots is noted as a factor in Nvidia's partnership with Unitree Robotics, raising concerns among China hawks in Washington.
Qualcomm: Qualcomm>>> already offers Copilot+ PCs, demonstrating its involvement in the AI PC market and its role in providing processors for these devices.
May 31, 2026 · 28 articles
International
China: Accounts for 15% of computing power among top 500 AI supercomputers, according to the scientific panel report.
Qualcomm: CEO Cristiano Amon joined the AI for Good Global Commission.
Apr 20, 2026 · 123 articles
Tech
China: China is mentioned as the destination for a visit by US President Trump and Jensen Huang, which is a minor detail to the main event.
Qualcomm: Qualcomm, which has also been offering AI PCs with Microsoft, faces intensified competition from Nvidia's new RTX Spark chip in the emerging AI PC market.
May 26, 2026 · 159 articles
Business
China: China was mentioned in the context of past tariff threats by the Trump administration, which caused a significant market drop in October.
Qualcomm: Qualcomm>>> fell, contributing to the overall decline in chip stocks.
Jun 04, 2026 · 38 articles
Business
Qualcomm: Qualcomm is supplying its Snapdragon 8 Elite Gen 5 processor for the Samsung Electronics Galaxy S26 Ultra, indicating a continued partnership and revenue stream from Samsung Electronics's flagship devices.
Jan 13, 2026 · 47 articles
Tech
Qualcomm: Qualcomm co-wrote an article in the report on the evolution of AI-enabled XR in networks, indicating its involvement in advanced mobile experiences.
Jun 16, 2026 · 21 articles
Business
Qualcomm: Qualcomm rose after reportedly reaching a deal with ByteDance to supply chips, boosting its stock performance.
May 26, 2026 · 9 articles
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