---
title: "ARM vs QCOM"
canonical: "https://supercyclehq.com/compare/arm-vs-qcom"
type: "comparison"
dataAsOf: "2026-11-06"
tickers: ["ARM", "QCOM"]
license: "Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset."
disclaimer: "Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI."
---

# Arm Holdings (ARM) vs Qualcomm (QCOM)

Both are tracked in the Supercycle AI universe. End-of-day data, updated nightly.

| Measure | ARM | QCOM |
| --- | --- | --- |
| AI Exposure Score | 55 (Strategic) | 45 (Growing) |
| Price | $174.62 | $165.41 |
| Market cap | $186.8B | $177.0B |
| Change 1d | +4.74% | +5.52% |
| Change 30d | -36.57% | -6.02% |
| Change 1y | +14.60% | -1.19% |
| P/E | 200.71 | 13.02 |
| Buildout layers | Semiconductors | Semiconductors |

## Arm Holdings (ARM)

**AI exposure:** Licenses chip architectures and collects royalties on processors across AI data centers, smartphones, and edge devices, including Neoverse CPUs in AI servers. Rising royalty rates on AI-related silicon drive the growth story, though smartphone royalties remain the base.

Arm sits in the Semiconductors layer of the buildout as the architecture landlord. It collects royalties on processors across AI data centers, smartphones, and edge devices, including Neoverse CPUs inside AI servers. Rising royalty rates on AI-related silicon drive the growth story, while smartphone royalties remain the base of the business. That mix earns it an AI Exposure Score of 55 out of 100.

Full profile: https://supercyclehq.com/stock/arm-holdings.md

## Qualcomm (QCOM)

**AI exposure:** Sells Snapdragon processors with NPUs that run AI on smartphones, PCs, and cars, plus patent licensing royalties. The on-device AI upgrade cycle is a key part of the thesis, though handset demand still dominates revenue.

Qualcomm sits in the Semiconductors layer, championing the edge side of the buildout: AI that runs on the device instead of the data center. Its NPU-equipped Snapdragon chips put AI into smartphones, PCs, and cars, and an on-device AI upgrade cycle is a key part of its thesis. Handset demand still dominates revenue, which tempers the exposure. Supercycle scores it 45 out of 100.

Full profile: https://supercyclehq.com/stock/qualcomm.md

---

Source: https://supercyclehq.com/compare/arm-vs-qcom. Data as of 2026-11-06. Prices are end-of-day closes, never live.

Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI.

Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset.