Apple Inc. & Qualcomm
45 shared events · Importance 7 · Last updated Aug 23, 2026
Live sentiment trends, interaction importance charts, and action volume tracking available on the
Ergen Dashboard
Business
Apple Inc.: Apple is a key customer; Qualcomm's modem share in the upcoming iPhone is materially lower, indicating Apple's business will shrink faster than anticipated.
Qualcomm: Qualcomm is the central entity; its warning on costs and Apple revenue led to a 5% stock drop and analyst downgrades, though it remains optimistic on AI expansion.
Jul 30, 2026 · 6 articles
Tech
Apple Inc.: Apple's MacBook Neo is the benchmark being challenged. The leak, combined with Apple's recent price increase, may erode its competitive edge in the budget segment.
Qualcomm: Qualcomm is expected to supply Snapdragon chips for the IdeaPad Vibe, potentially expanding its presence in affordable Windows laptops and benefiting from increased adoption.
Aug 12, 2026 · 8 articles
Business
Apple Inc.: Apple Inc. shares dropped after hiking prices for its products to counter rising chip costs, weighing on the broader market.
Qualcomm: Qualcomm raised its revenue forecast and announced a new chip for data centers, contributing to the tech rally.
Jun 24, 2026 · 57 articles
Tech
Apple Inc.: Apple is a major adopter of Qi and Qi2, integrating wireless charging into its products. This supports its ecosystem and aligns with consumer expectations.
Qualcomm: Qualcomm is an adopter of Qi, integrating wireless charging into its chipsets and solutions, benefiting from the standard's dominance.
Jul 29, 2026 · 6 articles
Tech
Apple Inc.: Apple leads the Edge AI smartwatch market with ~90% share, driven by its S9 chip and health features. Its shipments grew 21% YoY, strengthening its position in wearables.
Qualcomm: Qualcomm announced the Snapdragon Wear Elite platform with a dedicated NPU, aiming to capture share in the growing Edge AI smartwatch chip market.
Jul 06, 2026 · 6 articles
Business
Apple Inc.: Apple, TSMC's largest customer, gains from increased domestic chip supply, sourcing 100 million American-made chips from Arizona this year. The expansion strengthens its supply chain resilience.
Qualcomm: Qualcomm, a TSMC customer, benefits from increased U.S. manufacturing capacity and robust demand for advanced chips.
Jul 16, 2026 · 85 articles
Business
Apple Inc.: Fell despite beating profit estimates, as supply constraints and weak revenue guidance raised concerns. Seen as an 'anti-AI' bet among Big Tech.
Qualcomm: Forecast weak profit, leading to a stock decline. Faced headwinds from Apple product revenue decline.
Jul 14, 2026 · 280 articles
Tech
Apple Inc.: Apple's laptop business faces new competition from Nvidia's entry into the AI PC market, although its Mac lineup already utilizes Arm-based processors.
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
Apple Inc.: Raised product prices due to higher memory costs; approved Apple Intelligence in China.
Qualcomm: Fell about 2% in premarket.
Apr 20, 2026 · 344 articles
Business
Apple Inc.: Apple's modem in-sourcing is a structural risk for Qualcomm, potentially reducing a significant revenue stream.
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
Tech
Apple Inc.: Apple Inc. is a competitor in the AR/VR headset market with its Vision Pro, which is more expensive and clunkier than Snap Inc.'s Specs, but also rumored to be shifting towards lighter AI glasses.
Qualcomm: Qualcomm benefits from its Snapdragon processors being used in Snap Inc.'s new Specs AR glasses, indicating continued demand for its chip technology in emerging wearable devices.
Jun 16, 2026 · 6 articles
Business
Apple Inc.: Apple has raised prices due to chip shortages, reflecting broader supply constraints in the semiconductor industry, though its direct involvement in this event is limited.
Qualcomm: Qualcomm has raised prices due to chip shortages, indicating industry-wide cost pressures, but its role in this specific event is peripheral.
Aug 22, 2026 · 27 articles
Tech
Apple Inc.: Apple Inc.>>> is mentioned as a company that relies on Taiwan>>>'s pivotal role in the global artificial intelligence supply chain. The stability of Taiwan>>>'s manufacturing capabilities is important for Apple Inc.>>>'s product development and supply.
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
Apple Inc.: Apple has raised prices across its product lineup since June, with Tim Cook calling increases unavoidable, and is expected to hike iPhone prices in September.
Qualcomm: Qualcomm announced chip price hikes of double-digit percentages after September 1, affecting smartphone makers.
Jul 25, 2026 · 8 articles
Tech
Apple Inc.: Apple Inc. is a competitor in the PC market, and Nvidia's new AI superchip for PCs will rival Apple's offerings, potentially affecting Apple's competitive landscape in the AI PC segment.
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
Business
Apple Inc.: Apple Inc. held exploratory discussions with Intel for chipmaking services, which positively impacted Intel's stock.
Qualcomm: Qualcomm shares fell after previous sharp gains, contributing to the decline in chip stocks.
May 20, 2026 · 12 articles
Tech
Apple Inc.: Microsoft>>>'s new AI PCs are priced to compete with Apple Inc.>>>'s premium offerings, and Microsoft>>> is also working to make OpenClaw safe for businesses, a software that has helped Apple Inc.>>> sell Mac computers, intensifying competition in the PC market.
Qualcomm: Qualcomm>>> chips are used in Microsoft>>>'s Project Solara prototypes, suggesting a role in the development of new AI-driven devices and potential for increased chip sales.
May 30, 2026 · 34 articles
Business
Apple Inc.: Apple has a chip manufacturing deal with Samsung, facing higher costs but ensuring supply.
Qualcomm: Qualcomm is a customer of Samsung's SF4 line, facing higher chip prices but ensuring supply.
Aug 19, 2026 · 9 articles
Tech
Apple Inc.: Apple is mentioned as a rival that develops its own chips, providing context for Xiaomi's strategy. The event does not directly affect Apple.
Qualcomm: Qualcomm is a major external chip supplier that Xiaomi aims to rely less on. Xiaomi's in-house chip development could reduce future orders from Qualcomm.
Aug 24, 2026 · 7 articles
Business
Apple Inc.: Apple is mentioned as a source of talent for Velaura's leadership, but is not directly affected.
Qualcomm: Qualcomm is mentioned as a talent source; potential competitive overlap in low-power chips.
Aug 18, 2026 · 6 articles
Business
Apple Inc.: Apple Inc. is mentioned as a past customer of memory chips, highlighting the shift from commodity memory to specialized HBM for AI.
Qualcomm: Qualcomm's stock soared after it projected substantial sales from its data center business, indicating its expansion beyond smartphone chips into the AI market.
May 19, 2026 · 104 articles
International
Apple Inc.: Faces legal dispute with OpenAI over alleged trade secret misappropriation; former engineers reportedly involved in OpenAI's device project.
Qualcomm: Chips used in Emdoor's wearable solutions.
Jul 08, 2026 · 315 articles
Business
Apple Inc.: Technology partner.
Qualcomm: Technology partner.
Jul 12, 2026 · 15 articles
Regulatory
Qualcomm: Qualcomm is mentioned as a company that was subject to a separate lawsuit alleging abuse of dominance, which was later withdrawn.
Mar 02, 2026 · 6 articles
Business
Qualcomm: Apple Inc. is reportedly pushing to reduce its reliance on Qualcomm by using its in-house modem for the iPhone Fold.
Feb 02, 2026 · 6 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
+ 15 more events
View on Dashboard
ERGEN INTELLIGENCE
Explore this relationship live
Track how Apple Inc. and Qualcomm interact across events, view sentiment trends, and discover connected entities.
Open Dashboard