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/804328/000080432826000086/qcom-20260628.htmRead the full source
Qualcomm10-Q: Supplier concentration
Qualcomm flags severe supply chain risk from heavy reliance on Taiwan and Korea
What happened
The company explicitly states its key manufacturing foundries and suppliers are concentrated in Taiwan and Korea, warning a geopolitical conflict could severely limit chipset supply. This creates a critical need for supply chain diversification, risk management, and resilience solutions.
Source
Other signals in this filing (4)
- Supply chain disruptionQualcomm flags extreme risk from China/Taiwan tensions impacting its critical semiconductor supply.Supply chain disruption
- Compliance burdenQualcomm faces growing compliance burden from AI regulations and open source softwareCompliance burden
- Market expansionQualcomm highlights significant supply chain risk and dependency on Taiwan amid geopolitical tensions.Market expansion
- Software implementationQualcomm faces IP risks and operational burdens from its use of open source software.Software implementation
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
- 06/28
- Filed
- Jul 29, 2026
More from Qualcomm
- PatentsQualcomm was granted a patent for deferred wireless feedback transmission.Patents
- PartnershipQualcomm Partners with Samsung to Develop AI GlassesPartnership
- Facility expansionVascon Engineers Bags ₹660.79 Crore Qualcomm Order, Bengaluru Office Project In FocusFacility expansion
- In developmentQualcomm to Acquire PickNik, Bringing MoveIt Robotics Software Closer to DragonwingIn development
- AcquisitionQualcomm reportedly in talks to acquire PickNik Robotics for edge AI expansionAcquisition
- Launch[Snapdragon Summit] Qualcomm Unveils Snapdragon Sound Elite Gen 2Launch
More 10-Q signals at other companies
- SEC 10-QMillerKnoll, Inc.Jeffrey M. Stutz appointed Interim Chief Executive Officer.SEC 10-Q
- SEC 10-QCID HoldCo, Inc.Disclosed material weaknesses in financial reporting due to insufficient accounting staff and controls.SEC 10-Q
- SEC 10-QScholastic CorporationCore school channels decline with fewer book fairs and lower club participation.SEC 10-Q
The full record
From the Signal API recordDetails
- CIK
- 804328
- Accession number
- 0000804328-26-000086
- 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
- Aug 4, 2026
- signal_type
sec-10q- signal_subtype
supplierConcentration
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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 APIindustriesValue in the APIemployee_count_lowValue in the APIemployee_count_highValue in the APIrevenueValue in the APIdescriptionValue in the API
Signal
signal_nameValue in the APIassociationValue in the API
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GET /v1/signals/0e16eb2b-487e-47da-b627-70704859c84c returns this record as JSON. POST /v1/companies/enrich returns every signal for qualcomm.com.
{
"signal_id": "0e16eb2b-487e-47da-b627-70704859c84c",
"signal_type": "sec-10q",
"signal_subtype": "supplierConcentration",
"detected_at": "2026-08-04T07:03:49.859+00:00",
"company": {
"name": "Qualcomm",
"domain": "qualcomm.com"
},
"data": {
"detail": "The company explicitly states its key manufacturing foundries and suppliers are concentrated in Taiwan and Korea, warning a geopolitical conflict could severely limit chipset supply. This creates a critical need for supply chain diversification, risk management, and resilience solutions.",
"summary": "Qualcomm flags severe supply chain risk from heavy reliance on 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/804328/000080432826000086/qcom-20260628.htm",
"filing_date": "2026-07-29",
"filing_year": 2026,
"fiscal_year": 0,
"fiscal_year_end": "06/28",
"sales_relevance": "Risk management needed",
"signal_category": "market",
"regions_mentioned": [
"Taiwan",
"Korea",
"China"
]
}
}
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