On September 15, Qualcomm rose 3.33% in regular trading, trading at $185.32/share, with turnover of $166 million. The rally marks a sharp reversal from the prior session's 5.93% decline, which was driven by stalled Samsung negotiations and broader semiconductor weakness.

On the news front, Qualcomm is reportedly in renewed deep discussions with Samsung Electronics over 2nm advanced process foundry services for the Snapdragon 8 Elite Gen 6. The chip may no longer be exclusively manufactured by TSMC, instead adopting a dual-foundry model. Sources indicate the higher-spec Extreme variant will remain with TSMC, while standard versions could be produced using Samsung's 2nm process. The two sides had previously reached an impasse over pricing, pushing mass production into next year, but reopened talks signal meaningful progress.

Separately, Xiaomi's 18 series has secured a six-month exclusivity window for the Snapdragon 8 Gen 6 Elite, with the top-tier variant's CPU clock breaking 5GHz for the first time. Qualcomm also recently announced a strategic AI infrastructure partnership with Amazon potentially worth up to $60 billion over 10 years, with revenue recognition expected starting in the fiscal fourth quarter.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)