On September 14, Qualcomm fell 5.93% in regular trading, trading at $177.29/share, with turnover of $258 million. The decline was driven by a convergence of company-specific headwinds and broad semiconductor weakness.

On the news front, negotiations between Qualcomm and Samsung Electronics over 2nm process foundry collaboration remain stalled due to persistent pricing disagreements. While Qualcomm has broadly acknowledged Samsung's 2nm technology performance, it seeks to further reduce foundry pricing, which Samsung has refused to accept. Mass production timelines have been pushed back to next year, with industry sources indicating that Samsung, having secured strategic clients such as Tesla and Broadcom, is no longer willing to accept low-margin orders as in previous years.

Meanwhile, Counterpoint data revealed that global smartphone shipments fell 21% year-over-year in Q2, with both Qualcomm and MediaTek chip shipments declining over 30%, pressuring Qualcomm's core mobile business fundamentals. The broader semiconductor sector also saw heavy selling, with Micron Technology down 7.42%, Intel down 6.93%, AMD down 6.16%, NVIDIA down 3.98%, and Broadcom down 3.76%, amplifying downward pressure on Qualcomm.

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