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Qualcomm10-Q: Supplier concentration

Acknowledges critical dependency on manufacturing suppliers in Taiwan and Korea

Read at SEC EDGAR

What happened

Qualcomm explicitly states its key suppliers, manufacturing foundries, and assembly facilities are primarily in Taiwan and Korea. It warns that a geopolitical conflict involving China and Taiwan would severely impact its chipset supply, creating a strong incentive to invest in supply chain diversification and risk mitigation solutions.

Source

SEC EDGARApr 29, 2026

Quarterly report (Form 10-Q)

Qualcomm 10-Q

Filing excerpt

our key suppliers and their manufacturing foundries and assembly, test and other facilities are primarily located in Taiwan and Korea;

sec.gov/Archives/edgar/data/804328/000080432826000061/qcom-20260329.htmRead the full source

Other signals in this filing (11)

Extracted by Autobound

From the Signal API record
Signal
10-Q: Supplier concentration

What this signalsFilings often name leadership changes, deals and spending plans.

Fiscal year end
03/29
Filed
Apr 29, 2026

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The full record

From the Signal API record

Details

CIK
804328
Accession number
0000804328-26-000061
Filing year
2026
Fiscal year
0
Why it matters
Risk management needed
Signal category
Market

Topics and mentions

Regions named

  • Taiwan
  • Korea
  • China

Extraction

Confidence
High
Relevance
90%
Sentiment
Negative
Detected
May 5, 2026
signal_type
sec-10q
signal_subtype
supplierConcentration

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The API returns more than this page shows

This page shows a preview. The full sec-10q record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
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Show the full JSONThe record on this page and the API request

GET /v1/signals/8f96cc55-8a63-4cf1-bf19-546c16110401 returns this record as JSON. POST /v1/companies/enrich returns every signal for qualcomm.com.

{
  "signal_id": "8f96cc55-8a63-4cf1-bf19-546c16110401",
  "signal_type": "sec-10q",
  "signal_subtype": "supplierConcentration",
  "detected_at": "2026-05-05T08:48:22.232+00:00",
  "company": {
    "name": "Qualcomm",
    "domain": "qualcomm.com"
  },
  "data": {
    "detail": "Qualcomm explicitly states its key suppliers, manufacturing foundries, and assembly facilities are primarily in Taiwan and Korea. It warns that a geopolitical conflict involving China and Taiwan would severely impact its chipset supply, creating a strong incentive to invest in supply chain diversification and risk mitigation solutions.",
    "summary": "Acknowledges critical dependency on manufacturing suppliers in Taiwan and Korea",
    "excerpts": "our key suppliers and their manufacturing foundries and assembly, test and other facilities are primarily located in Taiwan and Korea;",
    "relevance": 0.9,
    "sentiment": "negative",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/804328/000080432826000061/qcom-20260329.htm",
    "filing_date": "2026-04-29",
    "filing_year": 2026,
    "fiscal_year": 0,
    "fiscal_year_end": "03/29",
    "sales_relevance": "Risk management needed",
    "signal_category": "market",
    "regions_mentioned": [
      "Taiwan",
      "Korea",
      "China"
    ]
  }
}

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