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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 175.18+0.5%1:24 PM EST
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To: Bill Wolf who wrote (195266)8/19/2025 1:24:58 PM
From: Jim Mullens2 Recommendations

Recommended By
GR8FORM
John Hayman

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Bill, re: SoftBank set to rescue Intel.............................................................

Also a piece in the WSJ today --
Snip>>>>>

Tan told investors in the same call that he won’t commit major capital spending to Intel’s next process—called 14A—without commitments from external customers. That was widely seen as Tan drawing a line in the sand—a line by which he would determine whether to keep Intel in the business of manufacturing chips.

>>>>>>>>>>>>>>>>>>>>>>

Exactly Which of the major TSMC customers are going to comit big bucks to INTC ?

NVDA?
BRCM?
AAPL?
QCOM?
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