US EditionMemory Shortage Weighs on Qualcomm, Arm as Smartphone Chip Sales Slow
6 Articles
6 Articles
Qualcomm, Arm Take Hits as Rising AI Memory Requirements Snarl Smartphone Production
Like the protagonist in the sleeper hit movie Memento, the electronics industry is losing memory (chips) every day. Shares of Qualcomm, one of the world’s largest smartphone chip suppliers, and semiconductor designer Arm Holdings struggled this week amid heightened worries that a memory chip shortage will diminish growth for consumer electronics businesses. Qualcomm predicted lower sales this quarter than Wall Street expected, thanks to the chi…
Memory shortage weighs on Qualcomm, Arm as smartphone chip sales slow
Arm Holdings reported fiscal third-quarter revenue growth of 26% from a year earlier, supported by gains in licensing and royalties, while memory supply constraints in the smartphone market continued to weigh on expectations for mobile-related royalty income.
Qualcomm Reveals Smartphone Brands Are Planning to Reduce Shipments Amid Global Memory Shortage
Qualcomm announced the company’s financial performance in the first fiscal quarter of the year on Wednesday. While the company posted robust growth numbers and even surpassed market expectations, it set the lowered revenue expectations for the next quarter. During the Q1 2026 earnings call with investors and analysts, Akash Palkhiwala, Chief Financial Officer at Qualcomm, said several smartphone brands were looking to reduce the production of un…
The lack of micro-processors of memory will limit sales of cells for some time, damaging companies such as Qualcomm and Arm Holdings, claimed executives and analysts on Thursday (4), when both companies published results that disappointed investors. Qualcomm’s actions fell more than 8% around 17h40, by Brazil’s time. The roles of Arms increased, after reaching 3% earlier on this Friday (5). “The lack of memory throughout the sector and price inc…
Qualcomm Faces Memory Shortage Impact - PressReach
Qualcomm (NASDAQ:QCOM) recently issued a warning regarding potential impacts from a global semiconductor memory shortage. This announcement has raised concerns about the tech giant’s future performance, as the shortage continues to affect various industries reliant on semiconductor technology. The shortage, which began in the automotive sector, has now spread to other areas, including consumer electronics and telecommunications. The company’s an…
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