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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 172.31-2.2%3:59 PM EST
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To: QCOM_HYPE_TRAIN who wrote (196908)12/11/2025 8:42:00 PM
From: engineer7 Recommendations

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apple was teh seed investor in ARM a long time ago ( before 1995). This is why they have a special relationship dating ging way back. i don't think Mayosi son has any warmth in his heart for them in particular.

everyone has the same blockade for changing. Not enough development of the cores and a total lack of coordinated software support for it. In Qualcomm case, they have spent literally $B's on developing the drivers, boot systems, support routines around the ARM core. I am sure that Apple has spent much the same.

as I stated a year or so ago, there is no huge consortium of Sw developers and open source to support the risc-V cores. It is growing, but not mature enough to walk away from ARM over.

but I agree that it is growing, but it is going to take alot more than just will power to overcome the 25 years of use built up, expertise, hardware peripherals, drivers, etc.

this is exactly why I advocated a huge push by a few large companies each throwing in $1B a piece to build that infrastructure.

But I truly bekieve is what I wrote before. Appe is enjoying seeing Qualcomm consume time and resources fighting ARM over stuff that eventually ARM will get dinged big time for. But every $100M spent in ARM vs Qualcomm is money drawn away from Apple vs Qualcomm that could happen.
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