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Qualcomm reported record Q1 2026 revenue of $12.3 billion but warned that AI datacenter demand is driving up DRAM prices and constraining memory availability for smartphones. This has caused handset manufacturers, particularly in China, to reduce chipset inventory and scale back production plans. The company expects Q2 revenue to drop to $10.2-11 billion from $11 billion last year, with handset chip sales declining from $6.9 billion to $6 billion. Meanwhile, Qualcomm has begun shipping its own AI inferencing silicon to Humane and is pursuing diversification into robots, automotive, and IoT to reduce smartphone dependency by 2029.

Qualcomm warns AI's lust for memory hurts smartphone sales