Stock comparison
QCOM vs AMD
QUALCOMM Incorporated compared with Advanced Micro Devices, Inc.
QCOM
QUALCOMM Incorporated
$183.98
- 시가
- 185.06
- 고가
- 188.05
- 저가
- 181.81
- 시가총액
- 1939.15억
AMD
Advanced Micro Devices, Inc.
$534.39
- Apertura
- 537,57
- Máximo
- 551,87
- Mínimo
- 526,97
- Capitalización
- 871,38 mil M
Company-specific comparison
Business exposure
QCOM: Semiconductors
AMD: Semiconductors
Upside lens
QCOM: Growth in automotive and Internet of Things platforms can reduce Qualcomm's long-term dependence on handset demand. Demand for premium Snapdragon platforms and on-device AI capabilities can support content gains across smartphones, PCs and other edge devices. The licensing business can continue providing high-margin cash generation that funds research, diversification and shareholder returns.
AMD: MI accelerator traction and server CPU mix
Risk lens
QCOM: Dependence on a limited number of large device customers exposes Qualcomm to order concentration and customers replacing supplied components with internally developed products. Revenue concentration in China and evolving export controls, tariffs and geopolitical restrictions can disrupt demand, supply and customer relationships. Semiconductor demand cycles, inventory corrections and challenges to patent-licensing terms can pressure revenue and profitability.
AMD: software ecosystem gap and intense Nvidia competition
Verified sources
Q2 FY26 Earnings Conference Call and Earnings ReleaseQUALCOMM Incorporated · earningsVerified
Qualcomm Investor RelationsQUALCOMM Incorporated · companyVerified
Fetched: 2026. 7. 12. AM 12시 0분 0초 UTC
Open original sourceForm 10-Q for the Quarter Ended March 29, 2026QUALCOMM Incorporated · filingVerified
AMD Reports First Quarter 2026 Financial ResultsAdvanced Micro Devices, Inc. · earningsVerified
AMD Investor RelationsAdvanced Micro Devices, Inc. · companyVerified
Fetched: 2026. 7. 11. AM 12시 0분 0초 UTC
Open original sourceAMD Form 10-Q for the quarter ended March 28, 2026U.S. Securities and Exchange Commission · filingVerified
AMD editorial research profileAlphaVue Research · editorialVerified
Fetched: 2026. 7. 11. AM 12시 0분 0초 UTC