Qualcomm to make custom chips for Amazon as part of $4B deal
Published . Updated .
The e-commerce giant could buy up to $60 billion in processors to support its buildout of data centers over the next 10 years, according to a securities filing.
Directly affected
- QCOM Qualcomm
Named in this report.
- AMZN AMAZON COM INC
The reported development directly names AMAZON COM INC in the headline; GA resolved that company to AMZN.
Indirectly affected
- NVDA NVIDIA
Chip makers and their suppliers move when export rules or Taiwan risk changes
- TSM Taiwan Semiconductor
The main advanced-chip manufacturer sits in Taiwan
- ASML ASML
Chipmaking-equipment sales follow export rules
- AVGO Broadcom
Chip makers and their suppliers move when export rules or Taiwan risk changes
- AMD AMD
Chip makers and their suppliers move when export rules or Taiwan risk changes
- AMAT Applied Materials
Chip-equipment makers feel export controls
- LRCX Lam Research
Chip-equipment makers feel export controls
- SMH VanEck Semiconductor
A fund of semiconductor companies
- SOXX iShares Semiconductor
A fund of semiconductor companies
- QQQ Invesco QQQ
Big tech moves with chip-supply risk
Price reaction, T-5 to T+3
The e-commerce giant could buy up to $60 billion in processors to support its buildout of data centers over the next 10 years, according to a securities filing.
Source: Manufacturing Dive
Amazon Com (AMZN) since this story, compared with the market
Since the first closing price after “Qualcomm to make custom chips for Amazon as part of $4B deal,” Amazon Com (AMZN) is +3.52%. The S&P 500 fund (SPY) is +0.77% over the same days, a +2.75% difference versus the market.
Disclosure records for Amazon Com (AMZN) within two months of 12 Sep 2026
- Gilbert Cisneros buy Cytokinetics (CYTK) ($1,001 - $15,000). That is 17 days after publication, inside 30 days. The filing is listed beside the story “Qualcomm to make custom chips for Amazon as part of $4B deal.”
- Rohit Khanna buy Qualcomm (QCOM) ($15,001 - $50,000). That is 1 days before publication, inside 30 days. The filing is listed beside the story “Qualcomm to make custom chips for Amazon as part of $4B deal.”
- Rohit Khanna buy Qualcomm (QCOM) ($1,001 - $15,000). That is 8 days before publication, inside 30 days. The filing is listed beside the story “Qualcomm to make custom chips for Amazon as part of $4B deal.”
- Michael T. McCaul sell Amazon Com (AMZN) ($1,001 - $15,000). That is 15 days before publication, inside 30 days. The filing is listed beside the story “Qualcomm to make custom chips for Amazon as part of $4B deal.”
- Michael T. McCaul sell Amazon Com (AMZN) ($1,001 - $15,000). That is 16 days before publication, inside 30 days. The filing is listed beside the story “Qualcomm to make custom chips for Amazon as part of $4B deal.”
- Michael T. McCaul sell Amazon Com (AMZN) ($1,001 - $15,000). That is 18 days before publication, inside 30 days. The filing is listed beside the story “Qualcomm to make custom chips for Amazon as part of $4B deal.”
- Michael T. McCaul sell Amazon Com (AMZN) ($1,001 - $15,000). That is 19 days before publication, inside 30 days. The filing is listed beside the story “Qualcomm to make custom chips for Amazon as part of $4B deal.”
- Rohit Khanna buy Qualcomm (QCOM) ($15,001 - $50,000). That is 19 days before publication, inside 30 days. The filing is listed beside the story “Qualcomm to make custom chips for Amazon as part of $4B deal.”
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
Who gains and who loses around Amazon Com (AMZN)
Companies carried with this story
- AMZN Amazon Com
Amazon Com (AMZN) is linked, with no stored direction, high confidence in the 12 Sep 2026 story “Qualcomm to make custom chips for Amazon as part of $4B deal.” Reason on file: The reported development directly names AMAZON COM INC in the headline; GA resolved that company to AMZN
- QCOM Qualcomm
In “Qualcomm to make custom chips for Amazon as part of $4B deal,” Qualcomm (QCOM) is linked, with no stored direction, high confidence. Reason on file: The reported development directly names QUALCOMM INC in the headline; GA resolved that company to QCOM
- TSEM Tower Semiconductor
For “Qualcomm to make custom chips for Amazon as part of $4B deal,” Tower Semiconductor (TSEM) is linked, with no stored direction, medium confidence. Reason on file: GA selected TSEM as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- INDI indie Semiconductor
In “Qualcomm to make custom chips for Amazon as part of $4B deal,” indie Semiconductor (INDI) is linked, with no stored direction, medium confidence. Reason on file: GA selected INDI as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- ARR Armour Residential REIT
For “Qualcomm to make custom chips for Amazon as part of $4B deal,” Armour Residential REIT (ARR) is linked, with no stored direction, medium confidence. Reason on file: GA selected ARR as a RELATED security because its curated list / industry / sector context matches this event (curated-list=part). This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- CNX CNX Resources
In “Qualcomm to make custom chips for Amazon as part of $4B deal,” CNX Resources (CNX) is linked, with no stored direction, medium confidence. Reason on file: GA selected CNX as a RELATED security because its curated list / industry / sector context matches this event (curated-list=part). This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- COYA Coya Therapeutics
Coya Therapeutics (COYA) is linked, with no stored direction, medium confidence in the 12 Sep 2026 story “Qualcomm to make custom chips for Amazon as part of $4B deal.” Reason on file: GA selected COYA as a RELATED security because its curated list / industry / sector context matches this event (curated-list=part). This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- CYTK Cytokinetics
Cytokinetics (CYTK) is linked, with no stored direction, medium confidence in the 12 Sep 2026 story “Qualcomm to make custom chips for Amazon as part of $4B deal.” Reason on file: GA selected CYTK as a RELATED security because its curated list / industry / sector context matches this event (curated-list=part). This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
How “Qualcomm to make custom chips for Amazon as part of $4B deal” reaches Amazon Com (AMZN)
Amazon Com (AMZN) is the company in “Qualcomm to make custom chips for Amazon as part of $4B deal,” the 12 Sep 2026 this story story.
Amazon Com (AMZN) is on the page because The reported development directly names AMAZON COM INC in the headline; GA resolved that company to AMZN
Also listed, Qualcomm (QCOM): The reported development directly names QUALCOMM INC in the headline; GA resolved that company to QCOM
Price levels for Amazon Com (AMZN)
AMZN traded between 244.75 and 263.72 across 20 sessions. The latest close on file is 262.50. QCOM traded between 169.01 and 205.84 across 20 sessions. The latest close on file is 173.46. TSEM traded between 195.09 and 268.62 across 20 sessions. The latest close on file is 200.35.
What the saved facts support for Amazon Com (AMZN)
46 out of 100
“Qualcomm to make custom chips for Amazon as part of $4B deal” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.