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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 174.19-0.6%3:59 PM EST
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GR8FORM
manning18
sbfm
To: sbfm who wrote (195325)8/22/2025 10:45:49 AM
From: QCOM_HYPE_TRAIN3 Recommendations  Read Replies (1) of 197013
 
Apparently from some leaks that came out ALA on Tensor G7, two years from now. Tensor G5 and G6 still using stock TLA cores.

I suspect this year it's probably Mediatek due to what you highlighted that they're off the Samsung foundry and over to TSMC. That means they're on a Mediatek thin modem, and yes that does open opportunities for QC to keep their thin modem alive and sell it to pixels. Albeit pixel has significantly less sales than Apple, so it could be a revenue stream, but probably not a lot.
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