Qualcomm (QCOM) investor relations material

Opening remarks and conference theme

• COMPUTEX 2026 convenes amid major geopolitical shifts and rapid technological transformation, with AI positioned as the catalyst for a new era of civilization.

• The event's theme, "AI Together," emphasizes collaboration between humans and AI, and among global industry players, reflecting a shift from isolated innovation to integrated system development.

• COMPUTEX 2026 is the largest in its history, featuring expanded venues and a record number of exhibitors and startups from around the world.

• The conference highlights Taiwan's central role as a global AI hub, with a focus on building a purposeful, trust-anchored future for AI and humanity.

Keynotes and industry leadership

• Four global chip CEOs from Qualcomm, Marvell, Intel, and NXP share the stage to discuss the future of AI computing, spanning edge devices to data centers and robotics.

• Dedicated pavilions and forums spotlight robotics and physical AI, with leaders from NVIDIA, Qualcomm, ABB, and NXP presenting on real-world AI deployments.

• InnoVEX showcases nearly 500 startups from 23 countries, demonstrating AI's expansion into robotics, healthcare, materials, and industrial intelligence.

• The Best Choice Award and expanded exhibition areas underscore the industry's shift from raw computing power to system-level value and application.

Qualcomm keynote: The year of agents and AI at the edge

• AI is evolving from a tool to autonomous agents, fundamentally changing device architecture and user interaction across phones, PCs, cars, and robotics.

• The digital ecosystem is shifting from device-centric (phone) to agent-centric, with agents orchestrating tasks across all endpoints and operating proactively.

• Devices must be redesigned for agentic AI, requiring new hardware and software to support autonomous, context-aware, and power-efficient operations.

• Agentic AI adoption is accelerating, with orchestrators and assistants running natively on Snapdragon platforms and integration into Android and Windows ecosystems.