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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?

To: GR8FORM who wrote (195259)	8/18/2025 10:38:17 PM
From: engineer	5 Recommendations Recommended By GR8FORM JeffreyHF kech manning18 pheilman_ Read Replies (1) \| Respond to of 197015

i am reading a good book about the entire history of the semiconductor industry. Very interesting read and alot of parallels about merging nations and companies and the back and forth of them. alot of players emerge, alot of fade. softbank very relevant to Akio Morita of the 1980's same fashion. amazon.com

To: GR8FORM who wrote (195259)	8/19/2025 7:36:43 AM
From: kech	6 Recommendations Recommended By JeffreyHF Lance Bredvold matherandlowell NozRydr sbfm and 1 more member Read Replies (1) \| Respond to of 197015

SoftBank buying into Intel seems like bad news to me. Won't SoftBank muscle in on the server biz and pc biz with arm solutions competing with qcom?

To: GR8FORM who wrote (195259)	8/19/2025 7:54:12 AM
From: Bill Wolf	5 Recommendations Recommended By Dr. John JeffreyHF John Hayman manning18 waitwatchwander Read Replies (2) \| Respond to of 197015

SoftBank set to rescue Intel by Nick Farrell on19 August 2025 Intel gets $2 billion lifeline while slashing its own investments SoftBank is chucking US$2 billion at Troubled Chipzilla in what looks like an effort to revive its sagging foundry business and rekindle interest in its battle with the mighty TSMC. According to Reuters, the Japanese tech giant has bought a nearly two per cent stake in Intel at US$23 per share, making it one of the chipmaker’s top 10 shareholders. There is no board seat, hardware tie-ups, or tech alliance, just a wad of cash and a pat on the back. SoftBank’s investment comes at a time when Intel’s CEO Lip-Bu Tan is fending off political pressure and boardroom whispers about the company’s future in wafer foundry dominance. SoftBank, fresh from throwing cash at anything AI-related, is said to be aligning this move with its broader bets in artificial intelligence and American semiconductor resurgence. It is not alone in propping up Chipzilla either, with the US government reportedly eyeing a move to convert up to US$11 billion in CHIPS Act funding into an equity stake, which would make Uncle Sam the company’s largest shareholder. The cocaine nose jobs of Wall Street briefly got excited, pushing Intel stock up more than 5 per cent in after-hours trading, while SoftBank shares fell on news of the bailout. TSMC, is spending like there’s no tomorrow. Its annual capital expenditure is expected to hit US$400 billion (€367 billion), with most of that splashed on bleeding-edge processes. Meanwhile, Chipzilla’s purse strings are getting tighter by the day. Intel previously warned that it would spend just US$180 billion (€165 billion) this year, with no plans to increase that next year. At least half of that, analysts reckon, is just keeping the lights on with routine kit maintenance. With Chipzilla and Samsung pulling back, the semiconductor sector is relying heavily on TSMC and Micron to keep spending alive. Research house Semiconductor Intelligence reckons global capital expenditure for 2024 will slump five per cent to US$155 billion (€142 billion), down from US$168 billion (€154 billion) last year. Next year doesn’t look much better, with only a meagre three per cent rise to US$160 billion (€147 billion) forecasted. Strip out TSMC and Micron, though, and the rest of the industry is cutting investment by US$120 billion (€110 billion) which is a 10 per cent plunge. TSMC is expected to hike its own capex by 34 per cent to somewhere between US$380 billion (€349 billion) and US$420 billion (€386 billion). Micron is going even harder, with spending projected to soar 73 per cent to US$140 billion (€129 billion) by August 2025. The two firms look like they’ll be carrying the entire sector on their backs while Chipzilla and Samsung sulk in the corner with shrinking budgets. Intel, for its part, is looking at a 20 per cent cut next year, and Samsung is expected to follow suit with an 11 per cent reduction. fudzilla.com