Qualcomm Moderated Thread - please read rules before posting Message Board

STOCKTALK

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%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

Recommended by:

To: waitwatchwander who wrote (195407)	8/26/2025 1:28:44 PM
From: engineer	6 Recommendations Read Replies (2) of 196996

i will offer my comments on intel fabs. i think around 7 nm, they got into some tricky new fab processes and the people in charge ( CEO and above fab tech lead) refused to admit that it was a mistake, but carried the same wishful thinking into 18a. I think on 14a, they are going back to a more mainstream process and doing what others are doing. However they need to buy the latest EUV equiopment. that is a major mea culpa for the management. I think bringing in LBT is a refreshing change in that problem, but he has a high mountain to climb. they lost good talent and drive with the fab tech leadership that left from the 7nm down to 18a. IMHO it is a transition to the correct Tech and getting it right. More of a step by step process of evaluating, setting the process, obtaining and learning the tools, and then refinement of the process with the correct staff to observe and tweak it into high volume. I am not aware of a high level person like Gary Patton who still remains to take on that leadership role technically and have the deep level of tech background to make sound decisions. I will wait and see if they emerge with the secret sauce and succed.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next