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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 174.23-0.6%Dec 22 3:59 PM EST

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JeffreyHF
From: sbfm8/19/2025 8:37:20 PM
2 Recommendations   of 197015
 
US may buy Intel stake, raising alarm for Samsung, TSMC - The Korea Herald share.google

(“(Trump) can go to these customers like Broadcom, Qualcomm, Apple and Nvidia and say now they (Intel) have the capability, and you need to move more of your orders and production to a domestic leading-edge company like Intel," Mizuho Securities USA Managing Director Jordan Klein said.. . . . .NH Investment & Securities analyst Ryu Young-ho said in a report Monday that "blatant US support for domestic firms is negative for competitors like TSMC and Samsung Electronics.")

Pay to play coming for Q; and kiss Samsung handset business goodbye as it moves resources and orders to Exynos.

So many moving parts - and many not good for Q.
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