# Qualcomm

Type: Company (QCOM)

Source: Supply Chain Intelligence Brief — https://getsupplybrief.com/entity/qualcomm
Canonical HTML page: https://getsupplybrief.com/entity/qualcomm

## Timeline

- **2028**: Phase 1 Production Start — First phase of the new plant is scheduled to reach capacity of 30,000 wafers per month, with eventual expansion to 45,000 wpm.
- **2027**: Massive Capex Deployment Year — Pending board approval, Nanya aims to execute over T$200 billion in capital spending, primarily for its new fabrication plant.
- **2026-07-10**: Q2 2026 Earnings and 2027 Capex Plan Unveiled — Nanya reports unaudited Q2 revenue of T$82.55B (+684% YoY) and net income of T$50.19B (+1,324% YoY), and announces plan to spend over T$200B in 2027.
- **2026-06-26**: Full Details Emerge — Reuters reports on the ransom demand, the forensic audit, and the scope of the data leak, citing unnamed sources.
- **2026-06-24**: Access Restrictions Imposed — Tata Electronics tightens internal security protocols, restricting remote access to sensitive tools across all facilities.
- **2026-06-23**: Dark Web Leak — Ransomware group World Leaks uploads more than 200,000 files, including purported Apple, Tesla, TSMC, and Qualcomm documents.
- **2026-06-22**: Public Statement — Tata Electronics issues a statement to Reuters confirming the incident and stating operations are unaffected.
- **2026-06-01**: Incident Detected — Tata Electronics identifies a cybersecurity incident on some of its systems.

## Recent coverage (3 stories)

### Nanya’s $6.2B Capex Plan Aims to Ease AI Memory Supply Crunch by 2028
2026-07-12 13:42:23 · Sentiment: Strongly positive · Impact: 8/10 · Sources: 2

Nanya Technology's fourfold capex jump to $6.2B and its new 45,000-wafer-per-month fab aim to alleviate the persistent AI-driven memory shortage that has strained supply chains for Nvidia, Qualcomm, and Google.
Full story: https://getsupplybrief.com/story/nanya-6-billion-capex-supply-chain-memory

### 639 GB Tata leak maps hundreds of iPhone 18 Pro components to suppliers
2026-06-30 00:22:34 · Sentiment: Negative · Impact: 8/10 · Sources: 5

The unprecedented leak from Tata Electronics reveals Apple’s tightly guarded supply chain for the upcoming iPhone 18 Pro, mapping components to specific suppliers. For supply chain professionals, this exposure highlights risks of single-supplier dependencies and the geopolitical implications for India’s manufacturing role.
Full story: https://getsupplybrief.com/story/secret-iphone-18-pro-supplier-leak-supply-chain

### Tata Electronics locks down purchase-order access after 200K-file dark web dump
2026-06-27 18:37:14 · Sentiment: Negative · Impact: 7/10 · Sources: 2

Apple and Tesla supplier Tata Electronics restricted remote access to critical procurement systems after a ransomware group leaked 200,000+ design files. The breach exposes the fragility of intellectual property in global manufacturing supply chains and may compel OEMs to demand tougher cybersecurity from partners.
Full story: https://getsupplybrief.com/story/tata-electronics-supply-chain-breach-access-controls

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This page is a machine-readable summary. Sentiment measures the directional read of each development for this entity, not the tone of the reporting; impact weights consequence, not syndication reach. See https://getsupplybrief.com/guides/methodology for the full editorial methodology.