Qualcomm

Positioning

Qualcomm (Nasdaq:QCOM) is entering robotics compute with its Dragonwing IQ10 (an 18-core Oryon CPU, up to 700 TOPS) and Robotics Development Platform, positioned against NVIDIA Jetson, with IQ9-based modules already in market via Advantech. It unveiled the IQ10 and platform at CES 2026 with named partners including Figure, KUKA, and Booster, and showed a reference design at Computex, with executives framing robotics as arriving in stages. Robotics revenue is not broken out of the group.

Latest signals

• 2 Nov 2026Intel shares fell 29% in one day, pulling down other semiconductor stocksCaixin
• 31 Oct 2026Anduril and Qualcomm announced Blue Chip, a line of hardened American-made computers.Moonshots with Peter Diamandis
• 31 Oct 2026Qualcomm, AMD, Marvell Technology and ARM shares each fell about 10% while Nvidia dropped 4.22% and the Philadelphia Semiconductor Index fell 7.2%.Caixin
• 28 Oct 2026Anduril Industries and Qualcomm will conduct domestic chassis and motherboard assembly for BlueChip laptops.ITmedia News
• 28 Oct 2026Anduril Industries and Qualcomm announced the U.S.-made BlueChip computer product line.ITmedia News

253 signals name Qualcomm. Members see all of them, filtered by topic, source and date.

Facts, with sources

• 20 Sept 2026<100mRevenue band · rsshub.bkraju.com — 2026-09-20
• 18 Sept 20265.73Setback · rsshub.bkraju.com — 2026-09-18
• 17 Sept 2026Advantech WEDA-powered Edge AI ecosystem with Qualcomm integrationProduct launch · www.prnewswire.com — 2026-09-17
• 15 Sept 2026Negotiations with Samsung Flex for 2nm advanced process manufacturing resumedPartnership · rsshub.bkraju.com — 2026-09-15

68 facts on file. Members see all of them with the source link.

Scores, Robotics (of 10)

Traction: deployment, production, commercials, progress. Capability: technology, positioning, firepower, leverage.

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