Qualcomm plans to ship custom chips to two customers in the first quarter of fiscal year 2027
Original headline퀄컴, 2027회계연도 1분기 두 고객사에 맞춤형 칩 출하 계획
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Qualcomm ($QCOM) said it has factored initial shipments of custom chips to two large cloud customers into its outlook for the first quarter of fiscal 2027, marking the point at which its data-center business begins generating revenue. One of the two customers is Amazon Web Services, while Qualcomm did not name the second. The disclosure signals a shift from joint development work with customers to a revenue-generating phase, though the shipments are a forward plan rather than completed results. Investors will watch whether Qualcomm names the second customer and whether the data-center ramp stays on schedule for the fiscal 2027 first quarter.
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Qualcomm (QCOM), Amazon Web Services
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