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

To: sbfm who wrote (195396)	8/26/2025 11:39:10 AM
From: engineer	12 Recommendations Recommended By Art Bechhoefer bife Bill Wolf JeffreyHF Jim Mullens and 7 more members Read Replies (2) \| Respond to of 197001

you were not paying attention to the thread before. The issue is the business and fab process at intel is never stable. the CPU guys jerk the design rules around to suit their needs. Yes QCOM could port to intel fabs, but intel fabs are beholding to Intel first. I put qualcomm into intel fabs and they were doing a huge business with qualcomm, however when it suited Intel, they needed fab capacity and basically dumped qualcomm to the curb and stopped shipping to make some short term goals. We moved to TSMC and it almost took qualcomm down. we also dumped the x86 core that was the basis for the phone CPU and moved to ARM and NEVER looked back. Intel in their arrogance shot themselves in the foot twice, if not 3 times. As I have said, IMHO qualcomm will not go back to that environment. This is why I said that splitting off IFS as an independent company with a more TSMC like charter is the ONLY way qualcomm would jump in.