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Qualcomm (QCOM) says Q2 FY26 guidance is to reflect significant industry-wide DRAM shortage as memory supplies shift capacity to AI-focused HBM, driving higher prices and constrained handset production

Qualcomm's guidance for Q2 FY26 highlights notable challenges stemming from an industry-wide DRAM shortage, as production capacity pivots towards high-bandwidth memory for AI applications.

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Qualcomm (QCOM) says Q2 FY26 guidance is to reflect significant industry-wide DRAM shortage as memory supplies shift capacity to AI-focused HBM, driving higher prices and constrained handset production

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This shift could exacerbate supply constraints for handsets and lead to elevated prices, suggesting potential revenue pressures not just on Qualcomm but across the semiconductor sector as a whole.

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