Qualcomm CEO Outlines Recovery Path for Handset Business and Expansion into Data Center Markets
Qualcom's CEO Cristiano Amon indicated that the company’s handset business is expected to hit a bottom in Q3 FY2026 due to memory constraints rather than demand issues. He also highlighted Qualcomm's growing presence in data centers, including CPUs, inference accelerators, and ASICs.
Tickers: $QCOM
Topics: CEO commentary data center expansion handset market memory constraints Qualcomm