Company file
Qualcomm
A mature-node and supplier-advance case showing that capacity commitments are not limited to leading-edge AI accelerators.
Structured snapshot available; use the filing’s purchase-obligation definition rather than relabeling the whole balance as wafer capacity.
Structured snapshot
Reported exposure
Purchase obligations, primarily integrated-circuit suppliers and including multi-year capacity commitments
Due within 12 months
FY2025 approximate CapEx
Ending commitment stock ÷ annual revenue
Evidence. Verified records · Grade A · S07 · last verified 2026-07-12 UTC dataset.
Comparability. Obligations include purchase commitments with integrated-circuit suppliers. Follow filing definition.
Governed evidence
Claims in the registry
Qualcomm disclosed $15.1 billion of purchase obligations at September 28, 2025, primarily with integrated-circuit suppliers and including multi-year capacity commitments.
Caveat. Follow filing definition.
Open source
Qualcomm disclosed $10.5 billion of purchase obligations due within the following twelve months.
Caveat. Point-in-time schedule.
Open source
Qualcomm disclosed $1.9 billion of advance payments under multi-year capacity purchase commitments in fiscal 2025.
Caveat. Down from $3.0B in fiscal 2024.
Open source
Capacity-control audit
Ten factors, deliberately not scored.
The supplied pack contains no canonical company scores. Each factor remains “not rated” until an evidence record and scoring rationale are published.
- Owned critical capacityNot rated
- Contract duration and firmnessNot rated
- Supplier diversificationNot rated
- Second-source readinessNot rated
- Packaging and memory controlNot rated
- Geographic resilienceNot rated
- Customer matchingNot rated
- Downside absorptionNot rated
- Process or product co-optimizationNot rated
- Disclosure qualityNot rated