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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

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JeffreyHF

Ken Carrillo

pheilman_

To: engineer who wrote (195410)	8/26/2025 6:56:15 PM
From: Qurious	3 Recommendations Read Replies (2) of 196996

Didn't Intel's problem start with the decision to go cobalt for M0/M1 for 10nm? Imo that was risky but not unreasonable as a leapfrog attempt to get ahead of the curve. The mistake was to not run a parallel low-risk path -- you know, just in case cobalt posed challenges, which it did. At the time they had the cash to run parallel developments. They have since abandoned Cobalt and gone back to enhanced copper for the lower layers -- just like the rest of the industry. What remaining stumbling blocks are so intractable?

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