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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 175.25+0.6%Dec 19 9:30 AM EST
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To: waitwatchwander who wrote (196753)11/25/2025 5:41:27 PM
From: Wildbiftek6 Recommendations

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Their use of expensive and scarce HBM will hurt cost and limit availability / scale-out for the foreseeable future.

I'd also wager that their efficiency isn't up to par with Qualcomm's as Google's pedigree isn't in the mobile space. Their Tensor SoCs are still essentially modified versions Exynos SoCs with Google's systolic units bolted on. The superiority of Pixel phones in photo editing tasks is not because their hardware is more efficient, it's much more down to the superior models Google uses (which could be run on the Qualcomm stack.)

Here's 2 interesting interviews w/ a QCOM VP re: their design philosophy:

youtube.com

youtube.com

They budget for milliwatts whereas others budget for die area...
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