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Silicon · Second string · Independent

Qualcomm

Mobile chips and modems, now entering data center CPUs.

65OVRBenchDraft · rated on 4 of 6

Ratings

Qualcomm won its Nuvia licence case against Arm in Sept 2025, which Arm said it would appeal, and agreed to buy Alphawave for about $2.4bn to enter data center.

  • Dominance68draft

    A second-string CPU player with no stated share, now entering data center CPUs.

    sourced businesswire.com
  • Momentumunrated

    The Atlas gives no growth figure and no stated direction for this company.

  • Leverage50draft

    The Atlas states no company that depends on Qualcomm.

    sourced businesswire.com

    Network base 50, judgment +0.

  • Durability72draft

    Faces Arm's appeal of the Nuvia licence ruling and still needs a data center customer.

    sourced businesswire.com
  • Firepower76draft

    Agreed to buy Alphawave for about $2.4bn.

    sourced businesswire.com
  • Deal Heat95draft

    Agreed to buy Alphawave for about $2.4bn to enter data center, and the Atlas does not report it closed.

    sourced businesswire.com
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Badges

  • In Play draft

    Agreed to buy Alphawave for about $2.4bn, and the Atlas does not report the deal closed.

Key figures

From the Atlas key figure: Won its Nuvia licence case against Arm (Sept 2025), which Arm said it would appeal. Agreed to buy Alphawave for about $2.4bn to enter data center. Source: businesswire.com.

Profile

Mobile chips and modems, now entering data center CPUs.

Silicon · CPUs and architecture · Second string

Key figure Won its Nuvia licence case against Arm (Sept 2025), which Arm said it would appeal. Agreed to buy Alphawave for about $2.4bn to enter data center.

Why it may rise Holds a licence it has now defended in court, and is buying connectivity IP.

What could change it The appeal, and winning a data center customer.

sourced businesswire.com

Connections

Allies and partners

Rivals

  • Arm

    Licence litigation over Nuvia cores. A Delaware court ruled for Qualcomm in Sept 2025 and Arm said it would appeal. businesswire.com

    On the map

See Qualcomm and its connections on the map →

Sector standing

No. 20 of 32 rated in Silicon

  1. 18Huawei68
  2. 19Micron67
  3. 20Qualcomm65
  4. 21AMEC64
  5. 21Cerebras64

Ratings by Claude (draft), 2026-11-02, read from the Atlas data under the ratings rubric. Logo: qualcomm.com. CC0 via Simple Icons 16.36.0. The mark is a trademark of its owner.