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 175.25+0.6%Dec 19 9:30 AM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: kech who wrote (195375)8/25/2025 12:17:30 PM
From: waitwatchwander1 Recommendation

Recommended By
sbfm

  Read Replies (1) of 197001
 
Let's just hope Qualcomm can utilize Intel's 18A processes for it's chips as a result of this investment. With this as plan B that has to be the important factor. Intel's 14A process may now be on the block for pick up by Samsung, TSMC or Global Foundries which could also work out well for Qualcomm. As to a plan B, AMD and Nvidia are in a different boat than Qualcomm.

Much like with GM's SUVs, there should be no doubt that Intel processors will now dominate within the US govt but this is not likely to be a great change in the status quo. Big SUVs were also GM's greatest export, much like with Intel's servers today. The only real difference I see is there are many other options (old and new) for big servers while the big SUV class was dominated by GM.

Not quite the same but there are similarities.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News