Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 172.80

-0.7%

10:06 AM EST

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To: JohnG who wrote (44546)	10/13/1999 7:37:00 PM
From: Wyätt Gwyön	Read Replies (1) of 152472

5) Traditionally QCOM has been having its ASICS fabbed by Intel and IBM 6) QCOM is moving at least one of its next generation ASICS to be made at Tiawan Simiconductor rather than Intel. Can someone comment on the difficulty (or ease) of ASIC manufacture? We know they are hard to design right, which is why MOT and NOK have had problems, but is manufacturing itself difficult? It would seem that if Q is able to outsource to three separate foundries (IBM, INTC, and Tawain Semi), then manufacturing might not be so difficult (compared to microprocessor manufacture, for example--we have all heard of AMD's production problems and apparently even Intel had problems lately, contributing in part to its missed numbers). But just a guess. That would be good for the Q, as it avoids the hassle of owning foundry plant & equipment, but is not captive to a particular supplier's expertise. Knowledgeable corrections and amplifications welcomed.

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