SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 174.27-0.6%3:13 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: sbfm who wrote (195326)8/22/2025 10:35:41 AM
From: Elroy  Read Replies (1) of 197013
 
NBD to TSMC because it has abundant world-wide demand

?? If the major high tech US semiconductor design companies are not buying chips made at TSMC's (very expensive to build) leading edge fabrication processes, who is going to buy them?

ST Micro Electronics?

NXPI?

If you remove AVGO, QCOM, NVDA, MRVL, AMD and the US big boys, the customer base for leading edge chips is pretty much gone.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext