Qualcomm supply chain risk
As of 2026-09-05, Qualcomm depends on 68 tracked suppliers headquartered in 13 countries (19 of them in Taiwan). 8 of those suppliers hold a monopoly or leader position in their own segment, led by TSMC, Arm Holdings and ASE Technology. Qualcomm itself carries a supply-chain criticality score of 81/100, with 235 tracked companies downstream of it.
Data as of 2026-09-05 · suppliers are the curated key_supplier edges in the wafergraph dataset (researched or segment-inferred — see /methodology) · criticality is the graph-derived chokepoint score, 0–100
Dominant and single-source suppliers
- TSMC — leader in Pure-Play Foundry, Taiwan
- Arm Holdings — leader in Semiconductor IP Licensing, United Kingdom
- ASE Technology — leader in Outsourced Assembly & Test, Taiwan
- Cadence Design Systems — leader in EDA Software, United States
- Synopsys — leader in EDA Software, United States
- eMemory Technology — leader in Semiconductor IP Licensing, Taiwan
- Samsung Electronics — leader in Integrated Device Manufacturer, South Korea
- Win Semiconductors — leader in Pure-Play Foundry, Taiwan
A monopoly or leader supplier is the hardest to replace. These are the edges to watch first.
Suppliers by country
- Taiwan — 19 suppliers (28%)
- United States — 18 suppliers (26%)
- China — 10 suppliers (15%)
- South Korea — 7 suppliers (10%)
- United Kingdom — 4 suppliers (6%)
- Germany — 2 suppliers (3%)
- Israel — 2 suppliers (3%)
- Malaysia — 1 supplier (1%)
- Japan — 1 supplier (1%)
- Canada — 1 supplier (1%)
- Czech Republic — 1 supplier (1%)
- Spain — 1 supplier (1%)
- Singapore — 1 supplier (1%)
All 68 tracked suppliers
Downstream exposure
- Criticality score: 81/100
- Companies downstream of Qualcomm: 235
- Tracked market cap downstream (priced companies only): $34.51T across 149 priced companies
Cite as: wafergraph, “Qualcomm supply chain risk — 68 suppliers, single-source exposure & criticality”, https://wafergraph.com/supply-chain-risk/qualcomm (data as of 2026-09-05).
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