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Companies

Qualcomm

Mentioned in 21 analyzed podcast episodes across 10 shows

A major semiconductor and wireless technology company that designs mobile processors (Snapdragon chips) and modems for smartphones and wearables, competing directly with Apple's custom silicon efforts. Recently expanded into emerging technologies including robotics chipsets, AI acceleration for mobile devices, and XR platforms, while also acquiring talent from Apple to strengthen ARM-based chip design capabilities. Podcasts discuss Qualcomm in contexts ranging from smartphone performance and supply chain impacts to its positioning in next-generation AI and autonomous systems markets.

Episode Mentions

Daily Tech News Show

Daily Tech News Show · Apr 10, 2026

Don’t Believe the Ghost Murmur Hype

Providing Snapdragon XR extended reality platform for Snap Specs smart glasses development partnership

Gmail End-to-End Encryption Mobile ImplementationGoogle Workspace Enterprise Security FeaturesYouTube Premium Price Increases
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Mad Money w/ Jim Cramer

Mad Money w/ Jim Cramer · Apr 7, 2026

'Mad Money w/ Jim Cramer 4/7/26

Semiconductor company; caller asked about valuation; Cramer recommends ARM instead

Market Technical Analysis and Moving AveragesConsumer Spending Patterns and Economic SlowdownRetail Sector Performance and Competitive Dynamics
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This Week in Startups

This Week in Startups · Apr 2, 2026

How 3 CEOs Use AI to Run $10B in Companies | This Week in AI

Partnering with Light Matter on optical chip announcement with 1.6 terabit bandwidth per fiber

Large Tabular Models (LTMs) for Enterprise AIStructured Data vs Unstructured Data in AIAI Data Center Infrastructure and Bottlenecks
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Practical AI

Practical AI · Mar 25, 2026

AI at the Edge is a different operating environment

Semiconductor company that acquired Edge Impulse, produces processors and NPUs for edge AI applications

Edge AI architecture and constraintsSmall language models (SLMs)Knowledge distillation techniques
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Daily Tech News Show

Daily Tech News Show · Mar 2, 2026

Why Anthropic is Fighting with the US Military - DTNS 5216

Unveiled Snapdragon Wear Elite 3nm chip for wearables supporting 5G, Wi-Fi 6, Bluetooth 6, and billion-parameter AI models

AI Safety Regulation and Government ContractsAnthropic vs. Department of Defense DisputeOpenAI Military Contract Terms and Safeguards
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CNBC's "Fast Money"

CNBC's "Fast Money" · Feb 4, 2026

Alphabet Reports Results… And Pharma Stocks Diverge In Weight Loss Drug Race 2/4/26

Missed Q2 guidance due to memory supply constraints; premium handset demand strong but mass market impacted

Alphabet Q4 Earnings and 2026 CapEx GuidanceAI Infrastructure Spending and MonetizationSemiconductor vs Software Performance Divergence
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AppleInsider Podcast

AppleInsider Podcast · Jan 30, 2026

Apple Creator Studio, ChatGPT health, and iPhone 18 rumors on the AppleInsider Podcast

Previous modem supplier; Apple's custom modem enables features impossible with Qualcomm chips

Apple Creator Studio Launch and Rollout IssuesAirTag 2 Hardware Improvements and Precision FindingApple Custom Modem Privacy Features (Limit Precise Location)
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9to5Mac Happy Hour

9to5Mac Happy Hour · Jan 29, 2026

Creator Studio bundle, AirTag 2, new Siri features coming soon

Modem supplier; Apple's custom C1/C1X modems enable privacy features unavailable with Qualcomm chips

Apple Creator Studio subscription bundle pricing and value propositioniWork apps (Pages, Keynote, Numbers) freemium conversion strategyPixelmator Pro subscription vs. one-time purchase parity concerns
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TBPN

TBPN · Jan 24, 2026

China’s acquisition spree, TikTok reaches U.S survival deal, Tech Giants hit by spying | Diet TBPN

China import strategy and trade deficitsChinese manufacturing acquisitionsTikTok divestiture and joint venture structure
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Apple Bitz XL w/ Brian Tong

Apple Bitz XL w/ Brian Tong · Jan 13, 2026

Apple Announces Google Gemini Will Power The Next-Gen Siri This Year (Apple Bitz XL, Ep. 367)

Developing Dragon Wing software platform for humanoid robotics standardization; previously succeeded with XR platform

Google Gemini partnership with AppleSiri redesign and Apple Intelligence overhaulMultimodal AI capabilities for wearables
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Waveform: The MKBHD Podcast

Waveform: The MKBHD Podcast · Jan 9, 2026

CES 2026 Actually Has Some Bangers?

Working officially with Pickle on Snapdragon technology; validates Pickle's funding and development legitimacy

AR Glasses Technology and Battery LifeSmartphone Design and Color OptionsFoldable and Rollable Display Devices
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Elon Musk Podcast

Elon Musk Podcast · Jan 7, 2026

Nvidia is coming for Tesla

Autonomous driving technologyOpen-source AI modelsSelf-driving car competition
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The Compound and Friends

The Compound and Friends · Jan 6, 2026

Software vs Semis, Trump Accounts for Babies, Sell-Side Indicator

Released robot brain chipset and software enabling rapid robotics development; positioned as non-obvious autonomous vehicle winner

Semiconductor vs Software Stock PerformanceSavita Subramanian Sell-Side Indicator AnalysisAI Infrastructure vs AI Applications Investment Thesis
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The Talk Show With John Gruber

The Talk Show With John Gruber · Dec 31, 2025

438: ‘2025 Year in Review’, With Rene Ritchie

Acquired Nuvia startup with former Apple Silicon engineers, increasing ARM competition

Apple Intelligence delay and rebranding strategyEU Digital Markets Act compliance and unintended consequencesJapanese MSCA regulatory approach as alternative model
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The New Yorker Radio Hour

The New Yorker Radio Hour · Dec 26, 2025

The Company Behind the A.I. Boom

Historical competitor that viewed Nvidia as second-tier company; not pursuing AI hardware strategy like Nvidia

Nvidia's market dominance and competitive moat in AI hardwareJensen Huang's leadership philosophy and technical visionParallel computing architecture and neural network synergy
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The Talk Show With John Gruber

The Talk Show With John Gruber · Dec 24, 2025

437: ‘A Naughty Citizen’, With Quinn Nelson

Mentioned as potential competitor for Apple Silicon chip talent and executive recruitment.

Apple Executive Departures and Succession PlanningiPadOS 26 Windowing Architecture and LimitationsiPad Pro Hardware vs Software Capability Mismatch
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The TWIML AI Podcast (formerly This Week in Machine Learning & Artificial Intelligence)

The TWIML AI Podcast (formerly This Week in Machine Learning & Artificial Intelligence) · Dec 9, 2025

Why Vision Language Models Ignore What They See with Munawar Hayat - #758

Munawar Hayat's employer; presented 17 NeurIPS papers and 9 demos on efficient mobile AI including diffusion models, VLM optimization, and multimodal retrieval

Vision Language Model Hallucination and Attention MechanismsVisual Token Grounding in Multimodal Language ModelsPhysics-Aware Image Generation and Simulation
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The Besties

The Besties · Nov 21, 2025

Reflecting on 2025’s Best Games Ahead of GOTY

Snapdragon 8 Gen 3 chip used in Steam Frame VR and Android handhelds enabling cross-platform Steam deployment

Game of the Year Selection MethodologyAccessibility in Video GamesEarly Access Game Evaluation
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Waveform: The MKBHD Podcast

Waveform: The MKBHD Podcast · Sep 12, 2025

The iPhone 17 Event!

Apple moving away from Qualcomm modems with custom C1 and C1X chips for better efficiency

iPhone 17 base model with ProMotion display and 256GB base storageiPhone 17 Pro and Pro Max aluminum unibody design with vapor chamber coolingiPhone Air ultra-thin design at 5.6mm with A19 Pro chip and single camera
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Acquired

Acquired · Jan 27, 2025

TSMC Founder Morris Chang

Major TSMC customer that switched from IBM foundry; Morris Chang identified this shift as signal of IBM's semiconductor decline

Pure-play foundry business modelLearning curve pricing strategyMoore's Law and process node development
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Acquired

Acquired · Jan 21, 2025

TSMC (Remastered)

Fabless chip design company; early TSMC customer that helped establish foundry business model

Semiconductor manufacturing and foundry business modelsCompetitive moats and process power in capital-intensive industriesHorizontal vs. vertical integration in technology value chains
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