On September 14, Qualcomm declined 3.01% overnight, trading at $176.50/share, with turnover of approximately $4.04 million, amid broad semiconductor sector weakness.

On the news front, negotiations between Qualcomm and Samsung Electronics over 2nm process foundry cooperation have stalled due to pricing disagreements. While technical issues have largely been resolved and Samsung's 2nm yield rate has improved to above 70%, Samsung is unwilling to accept Qualcomm's request for lower pricing. The deadlock could push mass production of Qualcomm's 2nm chips to 2027, potentially affecting flagship smartphone chip supply. Samsung's strengthened bargaining position follows recent wins with clients including Tesla and Broadcom.

Separately, Counterpoint data showed global smartphone shipments fell 21% year-over-year in Q2, with both Qualcomm and MediaTek chip shipments declining over 30%, pressuring Qualcomm's core handset business fundamentals.

The broader semiconductor sector saw widespread declines, with Micron Technology down 4.16%, Intel down 4.31%, AMD down 3.29%, Broadcom down 2.01%, and NVIDIA down 1.80%.

(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.)