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Qualcomm SUPPLY CHAIN TRACE

CHIP DESIGNERS🇺🇸 United States · QCOM · NASDAQ

Qualcomm designs Snapdragon SoCs that power the majority of Android flagship smartphones, and is rapidly expanding into on-device AI inference with its Cloud AI 100 data center accelerator and Snapdragon X Elite PC chips. Qualcomm's chips are fabricated by TSMC and Samsung Foundry, making it a significant consumer of advanced foundry capacity.

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Arm Holdings

Dominant CPU/NPU IP licensor; virtually all AI chips in mobile, edge, and cloud use Arm instruction set

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CHIP IPlicenses CPU/NPU IP to

TSMC

World's largest contract chip manufacturer

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FOUNDRIESfabricates Snapdragon/AI chip dies for

Samsung Foundry

Second-largest advanced foundry, competing at 3nm

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FOUNDRIESfabricates some Snapdragon dies for

GlobalFoundries

US-headquartered mature-node foundry (14nm/22FDX) specializing in RF, defense, and automotive chips; key Western alternative to TSMC for non-advanced applications

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FOUNDRIESfabricates mature-node RF chips for

UMC

Taiwan-based mature-node foundry (28nm–40nm) with ~6% global revenue share; key supplier for analog, mixed-signal, and display driver chips

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FOUNDRIESfabricates mature-node chips for

SK Hynix

Leading HBM3/HBM3E supplier for AI accelerators

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MEMORY (HBM)supplies LPDDR5X mobile memory to

Samsung Memory

World's largest DRAM and NAND supplier, ramping HBM3

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MEMORY (HBM)supplies LPDDR5 mobile memory to

Micron

Only US-based DRAM and HBM maker

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MEMORY (HBM)supplies LPDDR5 mobile memory to

Cadence

Leading EDA software provider; IC design tools (Virtuoso, Genus, Innovus) used by every advanced chip designer; US export-controlled to Chinese entities since 2022

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EDA TOOLSprovides EDA tools to

Synopsys

Largest EDA software provider; IC design and verification tools (Design Compiler, PrimeTime, VCS) essential for all advanced chip tapeouts; US export-controlled to Chinese entities

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EDA TOOLSprovides EDA tools to

ASE Technology

World's largest OSAT; packages AI chip dies from TSMC and Samsung for NVIDIA, AMD, Apple, and Qualcomm

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OSAT / PACKAGINGprovides packaged SoC modules to

Amkor Technology

Second-largest OSAT; packages dies for NVIDIA, Qualcomm, Apple, and Broadcom; operates advanced 2.5D/3D packaging for AI chips

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OSAT / PACKAGINGprovides packaged SoC modules to

↓ all supply to Qualcomm ↓

Qualcomm

Leading mobile SoC and edge AI chip designer (Snapdragon X Elite, Cloud AI 100 inferencing)

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~35% premium smartphone SoC; #1 edge AI NPU (Snapdragon X Elite)
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↓ Qualcomm supplies to ↓

Super Micro

Leading GPU server ODM for AI data centers

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SERVER ODMssupplies Cloud AI 100 accelerators to server ODM

Quanta Computer

World's largest ODM by revenue; primary AI server manufacturer for Google, Meta, Amazon, and Microsoft

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SERVER ODMssupplies Cloud AI 100 accelerators to server ODM

Xiaomi

China's #1 smartphone maker by volume; primary MediaTek Dimensity customer; also uses Qualcomm Snapdragon; deploys on-device AI via mobile SoC NPU

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EDGE DEVICESsupplies Snapdragon SoCs to

OPPO

China's #2 smartphone maker (OPPO/OnePlus/Realme brands); major Qualcomm and MediaTek customer; runs on-device AI models via NPU

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EDGE DEVICESsupplies Snapdragon SoCs to

Samsung Mobile

World's largest smartphone maker; uses both Qualcomm Snapdragon and MediaTek in Galaxy phones; integrates Galaxy AI on-device features via NPU

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EDGE DEVICESsupplies Snapdragon SoCs to

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About this company

QWhat is Qualcomm's role in the AI chip supply chain?

Leading mobile SoC and edge AI chip designer (Snapdragon X Elite, Cloud AI 100 inferencing)

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