Memory price surge drags on Arm royalties and Qualcomm revenue

Arm and Qualcomm both cited rising memory prices as a drag on the smartphone market. Arm's royalty revenue grew just 8% to $670 million, down from 22% growth, while Qualcomm's handset revenue fell 26%.

2026-11-05 ~ 2026-11-05 · 2 related posts

• Memory pricing is squeezing phone chips from both ends: ARM royalty growth cools to 8%, Qualcomm handsets down 26% — tengyanAI · 2026-11-05
• Memory prices now show up in Arm's royalty line as DRAM costs squeeze smartphones — tengyanAI · 2026-11-05