Qualcomm Soars 11.09%, Closing at $187.68
Qualcomm Stock Surges 11.09% to $187.68, Hits 52-Week High
Shares of U.S. technology giant Qualcomm skyrocketed 11.09% on October 28, 2025, closing at $187.68. This surge reflects a positive investor sentiment and growing expectations for Qualcomm's future prospects. The stock's performance is particularly significant as it marks a new 52-week high. As a leader in wireless communication technology and mobile processors, Qualcomm has enjoyed steady growth alongside the smartphone market. Recently, the company has attracted investor attention by securing new growth engines in areas such as 5G commercialization, autonomous vehicles, and the Internet of Things (IoT). Qualcomm's stock surge extends beyond a singular company's good fortune, potentially stimulating investment across related technology sectors. With countries worldwide, including South Korea, accelerating the build-out of 5G infrastructure, Qualcomm's technological prowess is expected to become even more prominent. However, some analysts caution that Qualcomm's stock price may be overly inflated. Should the company's earnings growth fail to keep pace with the stock's rapid ascent, a wave of disappointed investors could trigger a sharp decline. Therefore, investors should carefully analyze Qualcomm's financial performance and market conditions before making investment decisions.
Several factors are believed to have contributed to Qualcomm's stock surge. Primarily, investors have responded positively to Qualcomm's aggressive investments and R&D efforts in securing a leading position in the next-generation 6G mobile communication market. 6G promises significantly faster speeds and lower latency than 5G, enabling innovative services in various fields such as autonomous driving, virtual reality (VR), and augmented reality (AR). Qualcomm is collaborating with leading universities and research institutions worldwide on 6G technology development, and actively pursuing related patents. Additionally, Qualcomm's increasing prominence in the artificial intelligence (AI) semiconductor market has contributed to the stock's rise. The company is strengthening AI capabilities in its smartphone application processors (APs), securing a competitive edge, and expanding its AI semiconductor business into autonomous vehicles, IoT devices, and other areas. Bolstered by supportive policies from the Donald Trump administration, Qualcomm's AI semiconductor business is expected to gain further momentum. This anticipation of Qualcomm's growth potential has fueled investor buying, driving up the stock price. However, the sustainability of Qualcomm's stock rally remains uncertain. Global economic recession fears and escalating U.S.-China technology competition could constrain Qualcomm's growth. Therefore, investors should closely monitor Qualcomm's financial performance and market conditions before making investment decisions.
Meanwhile, South Korean IT companies are closely monitoring Qualcomm's stock surge. Smartphone component and equipment manufacturers, in particular, are expressing optimism that Qualcomm's growth will translate into improved financial performance for their own businesses. Major Qualcomm partners, such as Samsung Electronics and LG Electronics, also highly value Qualcomm's technology and growth potential, and maintain close collaborative relationships. However, concerns are also being raised about the increasing reliance on Qualcomm's technology. Given Qualcomm's significant influence in the wireless communication technology sector, excessive dependence on the company by South Korean firms could lead to a weakening of technological competitiveness. Therefore, domestic companies need to enhance their technological capabilities through collaboration with Qualcomm while simultaneously strengthening their own independent R&D efforts. Furthermore, there is a growing call for policy support from the South Korean government to reduce dependence on Qualcomm. The Lee Jae-myung administration is pursuing various support policies to strengthen the technological competitiveness of domestic companies, including increased R&D investment, human resource development, and tax incentives. It remains to be seen whether these efforts will reduce reliance on Qualcomm and enhance the competitiveness of the South Korean IT industry.
Recent IT industry news highlights a wave of collaborations and investments among various companies. On September 26, 2025, Naver Cloud signed an MOU with Daedong to collaborate on the development of an 'agricultural AI agent,' accelerating the digital transformation of the agricultural sector. Meta plans to expand the adoption of 'teen accounts' on Facebook and Messenger in South Korea to enhance the safety and convenience of teenage users. On September 26, 2025, Unity held 'Uday Seoul: Industry' at the Korea Science and Technology Center in Gangnam-gu, Seoul, strengthening communication with developers and industry professionals. XPLA began a governance vote on the 'Validator Settlement Program' on August 27, 2025, contributing to the development of the blockchain ecosystem. NHN Dooray announced on August 27, 2025, that its business agreement with CNF System has resulted in the adoption of its services by more than five major public institutions within a year, expanding its presence in the public sector. HP participated as a Gold Sponsor in Epic Games' 'Unreal Fest 2025 Seoul' event, held from August 25 to 26, strengthening collaboration with game developers. These various corporate efforts and investments are expected to drive growth and innovation across the IT industry. However, it is important to emphasize the need for continuous efforts by companies to survive in a highly competitive environment.
