{"id":1305809,"date":"2026-02-05T09:24:38","date_gmt":"2026-02-05T03:54:38","guid":{"rendered":"https:\/\/trak.in\/stories\/?p=1305809"},"modified":"2026-02-05T09:24:52","modified_gmt":"2026-02-05T03:54:52","slug":"qualcomm-shares-drop-by-9-due-to-shortage-of-memory-chips-for-phones","status":"publish","type":"post","link":"https:\/\/trak.in\/stories\/qualcomm-shares-drop-by-9-due-to-shortage-of-memory-chips-for-phones\/","title":{"rendered":"Qualcomm Shares Drop By 9% Due To Shortage Of Memory Chips For Phones"},"content":{"rendered":"\n

Qualcomm, one of the world\u2019s leading suppliers of smartphone and wireless chips, warned investors that its second-quarter revenue and profits would fall short of market expectations<\/strong>, directly blaming an ongoing global memory chip shortage<\/strong> for the weaker outlook.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

While the company reported stronger-than-expected results for its first fiscal quarter \u2014 with revenue growing and earnings per share beating forecasts \u2014 its guidance for the upcoming quarter disappointed analysts. Qualcomm projected revenue between $10.2 billion and $11.0 billion<\/strong> and adjusted earnings of $2.45 to $2.65 per share<\/strong>, both below full-year Wall Street estimates.<\/p>\n\n\n\n

Memory Shortage Hits Smartphone Supply Chains<\/h2>\n\n\n\n

The shortfall comes amid a structural memory chip shortage<\/strong> that has increasingly affected the global tech supply chain. Memory chips \u2014 essential components in smartphones, PCs and many consumer electronics products \u2014 have seen shortages driven by supply reallocations to high-margin AI and data-centre markets and broader production constraints.<\/p>\n\n\n\n

Qualcomm\u2019s CEO acknowledged that the company\u2019s smartphone customers \u2014 particularly original equipment manufacturers (OEMs) in China \u2014 have been reducing inventory<\/strong> and slowing orders because they cannot secure enough memory chips to build finished devices. This has directly impacted demand for Qualcomm\u2019s mobile processors.<\/p>\n\n\n\n

Industry analysts also warn that tight memory supply and rising memory prices could continue to pressure smartphone chip shipments through 2026, potentially leading to a 7 per cent decline in advanced smartphone chip sales<\/strong> this year.<\/p>\n\n\n\n

Diversification and Longer-Term Strategy<\/h2>\n\n\n\n

Despite near-term headwinds, Qualcomm is expanding its business beyond smartphones. The company is increasing investments in automotive chips, Internet of Things (IoT) components, and AI data-centre processors<\/strong>, segments less affected by memory supply constraints. Qualcomm has noted that its forthcoming AI data centre chips<\/strong> are on track for introduction later in 2026, with meaningful contribution expected in fiscal 2027.<\/p>\n\n\n\n

This diversification strategy aims to balance out cyclical downturns in handset demand and position the company for growth in higher-margin markets that are less tied to consumer memory shortages.<\/p>\n\n\n\n

Market Reaction and Competitive Landscape<\/h2>\n\n\n\n

Qualcomm\u2019s weaker forward guidance had an immediate impact on markets, with the company\u2019s shares falling significantly in after-hours trading<\/strong>. Investors and analysts are closely watching how memory shortages and competitive pressures from rivals may reshape demand for Qualcomm\u2019s core mobile business.<\/p>\n\n\n\n

While supply constraints remain a challenge across the semiconductor industry, Qualcomm\u2019s efforts to tap into adjacent sectors \u2014 such as automotive and AI \u2014 may provide a hedge against short-term cyclicality in smartphone markets.<\/p>\n\n\n\n

Image Source<\/a><\/p>\n\n\n\n

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<\/p>\n","protected":false},"excerpt":{"rendered":"

Qualcomm, one of the world\u2019s leading suppliers of smartphone and wireless chips, warned investors that its second-quarter revenue and profits would fall short of market expectations, directly blaming an ongoing global memory chip shortage for the weaker outlook. While the company reported stronger-than-expected results for its first fiscal quarter \u2014 with revenue growing and earnings […]<\/p>\n","protected":false},"author":30,"featured_media":1305837,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[21],"tags":[4805],"class_list":["post-1305809","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-business","tag-qualcomm"],"acf":[],"yoast_head":"\nQualcomm Shares Drop By 9% Due To Shortage Of Memory Chips For Phones - Trak.in - Indian Business of Tech, Mobile & Startups<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/trak.in\/stories\/qualcomm-shares-drop-by-9-due-to-shortage-of-memory-chips-for-phones\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Qualcomm Shares Drop By 9% Due To Shortage Of Memory Chips For Phones - Trak.in - Indian Business of Tech, Mobile & Startups\" \/>\n<meta property=\"og:description\" content=\"Qualcomm, one of the world\u2019s leading suppliers of smartphone and wireless chips, warned investors that its second-quarter revenue and profits would fall short of market expectations, directly blaming an ongoing global memory chip shortage for the weaker outlook. 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