Qualcomm
Mentioned in 56 analyzed podcast episodes across 10 shows
A major semiconductor and fabless chip design company, Qualcomm is primarily discussed in podcasts for its Snapdragon processors used across mobile devices, wearables, XR platforms, and Windows laptops, as well as its modem technology where it faces competition from Apple's custom chips. The company has recently expanded into robotics and edge AI hardware through acquisitions like Nuvia and Edge Impulse, while also developing platforms for emerging categories including humanoid robotics and autonomous vehicles. Podcasters frequently compare Qualcomm's competitive positioning against Apple's silicon efforts and discuss its role as a major TSMC customer.
Mentioned On
Episode Mentions
Bloomberg Intelligence · Jul 16, 2026
Lilly Strikes $3.8 Billion Deal for Psychedelic Drugmaker
“TSMC client served across broad set of semiconductor manufacturing services”
From Underdog to Entrepreneur: Building Dreams with Pat Miller · Jul 16, 2026
Music Producer to LA Entrepreneur — How He Built Both | With Connor Treacy
“Fortune 500 company mentioned as client of John Petrocelli's live streaming and event production services”
Windows Weekly (Audio) · Jul 15, 2026
WW 992: Gassy Jack - Largest Patch Tuesday in Microsoft History!
“Snapdragon X2 processor powering new Surface devices for business and consumer markets”
Bloomberg Surveillance · Jul 10, 2026
Bloomberg Surveillance TV: July 10th, 2026
“Subject of sell rating; less appreciated corner of semiconductor industry benefiting from AI spending”
Future Ready Leadership With Jacob Morgan · Jul 1, 2026
Companies Put Limits on AI Spending, Ford Rehires Humans, and Palantir's Alex Karp Calls Out the AI Vendors
“Implemented token usage caps by team and showback system tying dollar costs to consumption”
TBPN · Jun 27, 2026
Shifts In The Creator Economy, Kylie Jenner x Meta, GPT 5.6 Limited Release | Diet TBPN
“Mentioned via its division head commenting on the inevitability of all glasses becoming smart glasses.”
Pod Save America · May 19, 2026
The Bruised Hand in the Cookie Jar
“Included in Trump's trading activity; executives visited Beijing with Trump”
Breaking Points with Krystal and Saagar · May 18, 2026
5/18/26: Thomas Massie Rips Israel Lobby, US Preps Cuba War, Trump Pumps Stocks
“Trump made stock transactions in Qualcomm during Q1 2026”
Raging Moderates with Scott Galloway and Jessica Tarlov · May 14, 2026
Trump Sucks Up to Xi, But Doesn’t Care About Americans’ Financial Pain
“CEO or representative attended summit; semiconductor company involved in China trade discussions”
TechLinked · May 14, 2026
Googlebook Announcement, Trump Phone, Meta Employees Protest Tracking Tech + more!
“Processor partner providing ARM-based chips for Aluminum OS devices”
Marketplace · May 13, 2026
Another inflation alarm bell
“Participating in Trump delegation to China; semiconductor sector benefiting from policy attention”
Bloomberg Tech · May 13, 2026
Anthropic Eyeing Over $900 Billion Valuation
“Attending Trump's China trip; seeking to expand mobile chip business and AI processor contributions in Chinese market”
The Information's TITV · May 13, 2026
Former Alibaba Star Researcher Starts New AI Lab, Anthropic’s Rising Costs, Altman Takes The Stand
“Semiconductor executive traveling with President Trump to China for state visit discussions”
Breaking Points with Krystal and Saagar · May 13, 2026
5/13/26: GOP Midterm Bloodbath, Trump's Oligarch Trip To China, Prof Pape On China Advancing Rapidly
“Cristiano Amon attending summit; semiconductor company subject to export controls and potential deal discussions”
Windows Weekly (Audio) · May 7, 2026
WW 982: Don't Lick the Manta Rays - Breaking Down Microsoft's Earnings
“Revenue declined 3% YoY to $10.6B, previewing data center AI chipset and losing executive to Intel”
Schwab Market Update Audio · May 6, 2026
Jobs Data, Disney Awaited After New Record Highs
“Chip maker soaring alongside semiconductor sector rally”
MacBreak Weekly (Audio) · May 6, 2026
MBW 1023: Don't Be Contemptible - Apple Sets a New Record for Its Second Quarter Results
“Partnering with Google on custom CPUs for new Chromebook OS (Aluminium) launching later in 2026”
All TWiT.tv Shows (Audio) · May 6, 2026
MacBreak Weekly 1023: Don't Be Contemptible
“Partnering with Google on custom CPUs for new Aluminium OS to compete with Chromebooks and Apple's MacBook Neo”
Daily Tech News Show · May 5, 2026
Bose Lifestyle Takes a Shot At Sonos - DTNS 5262
“In discussions with OpenAI for potential smartphone chip or modem components”
monos estocásticos · Apr 30, 2026
El poliamor explicado con OpenAI y Microsoft: abren la pareja pero uno sale perdiendo
“Supplier for OpenAI's rumored AI phone project”
All TWiT.tv Shows (Audio) · Apr 30, 2026
Intelligent Machines 868: Happy Hamburgers Towing Timmy To The Sea
“Rumored to supply Snapdragon processor for OpenAI's planned smartphone with agentic AI interface”
Windows Weekly (Audio) · Apr 29, 2026
WW 981: Semi-Sophisticated - Microsoft Releases Source Code For 86-DOS 1.00
“Snapdragon X2 processor showing improved gaming performance and AI capabilities for ARM-based laptops”
All TWiT.tv Shows (Audio) · Apr 29, 2026
Windows Weekly 981: Semi-Sophisticated
“Snapdragon X2 processor enabling improved gaming and AI performance on Windows ARM laptops”
Bloomberg Tech · Apr 29, 2026
80 Seconds of Big Tech Earnings To Set Market’s Fate
“Reporting earnings today; semiconductor supplier to hyperscalers; mentioned as important AI trade participant”
Vital Dawn · Apr 29, 2026
Vital Dawn Podcast for Wednesday April 29
“Large-cap semiconductor company reporting earnings after market close on April 29th”
Bloomberg Tech · Apr 28, 2026
OpenAI Linked Stocks Fall on Report It Missed Targets
“Semiconductor company reporting earnings this week amid AI infrastructure uncertainty”
The Information's TITV · Apr 28, 2026
OpenAI-Microsoft's Averted Legal Battle, Google’s Pentagon Deal, Musk v Altman Opening Statements
“In preliminary talks with OpenAI for smartphone hardware integration and AI distribution strategy”
The Vergecast · Apr 28, 2026
Musk and Altman go to court
“Developing Snapdragon processors for Windows laptops with improved battery life and ARM-based architecture”
Stock Movers · Apr 27, 2026
Verizon Earnings Preview; Domino’s Pizza Slides; Qualcomm Gains
“Up 11% on reports of collaboration with OpenAI and MediaTek to develop processors for AI-focused mobile phone”
Apple Bitz XL w/ Brian Tong · Apr 24, 2026
Tim Cook Is Out And John Ternus Is In As Apple CEO - Whats Next For Apple? (Apple Bitz XL, Ep. 375)
“Mobile chip innovation credited as canary-in-coal-mine for Apple Silicon feasibility; Windows ecosystem fragmentation noted”
9to5Mac Happy Hour · Apr 23, 2026
John Ternus is officially Apple’s next CEO, iPhone 18 colors, iOS 27 rumors
“Mentioned as competitor to Apple's in-house modem development for iPhone”
Windows Weekly (Audio) · Apr 22, 2026
WW 980: Running Outta Tolkiens - Hands-On With 2 Snapdragon X2 Laptops!
“Snapdragon X2 Elite chip powering new Windows laptops with improved gaming and AI performance”
All TWiT.tv Shows (Audio) · Apr 22, 2026
Windows Weekly 980: Running Outta Tolkiens
“Snapdragon X2 Elite chip powering new Windows laptops with improved gaming and AI capabilities”
AI Hustle: Make Money from AI · Apr 22, 2026
Monetizing the Smart Glasses Revolution
“Strategic partner with Snapchat providing processor technology and on-device AI capabilities for next-generation spectacles”
Prof G Markets · Apr 22, 2026
Tim Cook Sat Out the AI Race — Will the New CEO Pay the Price?
“Partially displaced by Apple's in-house chip design capabilities under Johnny Srouji”
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”
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”
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”
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”
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”
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”
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”
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”
TBPN · Jan 24, 2026
China’s acquisition spree, TikTok reaches U.S survival deal, Tech Giants hit by spying | Diet TBPN
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”
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”
Elon Musk Podcast · Jan 7, 2026
Nvidia is coming for Tesla
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”
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”
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”