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 criticality 81/100
  • Arm Holdings — leader in Semiconductor IP Licensing, United Kingdom criticality 81/100
  • ASE Technology — leader in Outsourced Assembly & Test, Taiwan criticality 81/100
  • Cadence Design Systems — leader in EDA Software, United States criticality 82/100
  • Synopsys — leader in EDA Software, United States criticality 82/100
  • eMemory Technology — leader in Semiconductor IP Licensing, Taiwan criticality 81/100
  • Samsung Electronics — leader in Integrated Device Manufacturer, South Korea criticality 81/100
  • Win Semiconductors — leader in Pure-Play Foundry, Taiwan criticality 81/100

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).

Open Qualcomm's supplier graph →

Track the chain

What moved in the semiconductor supply chain — This Week in the Chain, the free weekly wafergraph briefing.

Subscribe to the free weekly briefing →

Free · no login · 615 companies, updated weekly