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

To: engineer who wrote (195410)	8/26/2025 2:16:16 PM
From: waitwatchwander	2 Recommendations Recommended By Lance Bredvold sbfm Respond to of 197001

I thought much of Intel's R&D spend was directed towards bringing in the lastest ASML EUV equipment. Loosing talent is understandable but it doesn't real seem to have gone anywhere better. Ampere, Ahead, Zooks, SiPearl persisted and got offers but all their efforts are still generations away from challenging the likes of Intel's past. AMD, Apple and Qualcomm only physically moved ahead upon the shoulders of TSMC. Capital, people, market monopoly and passion to lead and persist until victorious can come from anywhere but doesn't really matter until it bewitches the masses. Intel and even TSMC seem too old hat to retain or regain newer or further momentum. Same old eventually becomes old hat. Not really helpful, eh. Maybe the time to be a fabricator is coming back? Capital cost of such today can certainly be spead farther and wider than ever in the past. Is this the basis of the next wall street downfall? Maybe this is more down the line of being an appropriate Intel comment.

To: engineer who wrote (195410)	8/26/2025 6:56:15 PM
From: Qurious	3 Recommendations Recommended By JeffreyHF Ken Carrillo pheilman_ Read Replies (2) \| Respond to of 197001

Didn't Intel's problem start with the decision to go cobalt for M0/M1 for 10nm? Imo that was risky but not unreasonable as a leapfrog attempt to get ahead of the curve. The mistake was to not run a parallel low-risk path -- you know, just in case cobalt posed challenges, which it did. At the time they had the cash to run parallel developments. They have since abandoned Cobalt and gone back to enhanced copper for the lower layers -- just like the rest of the industry. What remaining stumbling blocks are so intractable?