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 178.29-1.6%Dec 12 9:30 AM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
From: Jim Mullens9/6/2025 10:39:39 AM
4 Recommendations

Recommended By
BDAZZ
JeffreyHF
John Hayman
Lance Bredvold

  Read Replies (1) of 196958
 
Qualcomm CEO bearish on Intel chip production (now- but future is an option)

Snip >>>>

+ Amon said he was invited to President Trump’s AI dinner on 4 September....., but Qualcomm was celebrating its 40th anniversary at a sports stadium in its hometown of San Diego, California the same evening.

+ Amon stated Qualcomm “needs a technology that has efficient power consumption” when asked about using Intel chips.

“Intel is not an option today,” he said. “We would like Intel to be an option. If in the future Intel is ready for us, we’ll be an option.

<<<<<<<<<<<<<<<<<<<<<<<<<<<

Qualcomm CEO bearish on Intel chip production

September 6, 2025

Qualcomm CEO bearish on Intel chip pr... - Mobile World Live

Qualcomm CEO Cristiano Amon (pictured) reportedly stated while he would like Intel to provide chips for its mobile phone processors, it is currently not an option.

During an interview on Bloomberg Television last week (5 August), Amon stated Qualcomm “needs a technology that has efficient power consumption” when asked about using Intel chips.

“Intel is not an option today,” he said. “We would like Intel to be an option. If in the future Intel is ready for us, we’ll be an option.

“Right now, our suppliers are really TSMC and Samsung.”

As a fabless company, he noted Qualcomm needs a supply chain that is resilient and based in the US, which is why he is supportive of TSMC and Samsung’s domestic investments in the face of tariffs by US President Donald Trump.

TSMC is receiving $11.6 billion in grants and loans under the US CHIPS and Science Act to build a third production facility.

Samsung plans to invest more than $40 billion to expand its semiconductor manufacturing capabilities in the state of Texas, with government support of $4.6 billion.

“We like the fact that TSMC, which is one of our suppliers, is investing in America,” he said. “We like the fact that Samsung, another one of our suppliers, invests in America.

“For Qualcomm, this is actually great news.”

Amon said he was invited to President Trump’s AI dinner on 4 September, which included tech titans such as Apple CEO Tim Cook, OpenAI CEO Sam Altman and Meta Platforms CEO Mark Zuckerberg, but Qualcomm was celebrating its 40th anniversary at a sports stadium in its hometown of San Diego, California the same evening.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext