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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 (195527)9/8/2025 12:51:15 AM
From: Jon Koplik8 Recommendations

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  Respond to of 196917
 
full text / Google share / QCOM CEO Says Intel’s Chip Production Not Good Enough Yet ....................

bloomberg.com

or :

archive.is

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excerpt :

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Unlike other chipmakers that made claims about the impending takeover of the automotive industry by autonomous systems, Qualcomm has pursued a more measured approach. The company took its time to develop a strong position in chips that support information and entertainment systems inside vehicles. It’s now leveraging relationships to spread its reach into technology that will eventually take the role of the driver.

The new system going into BMW vehicles has the advantage of bringing powerful computing -- as much as a data center server -- yet requires relatively little power, Amon said. The new Snapdragon Ride Pilot offering can be scaled down to basic driver assistance or up to take over most of the driving functions, Amon said. Even powerful systems won’t suck the life out of batteries needed to keep cars rolling as far as they can between recharges.

“We design all of our chips assuming there’s a battery on the other side, not plugged into the wall,” he said. “You have all the computing power and you still get incredible range.”

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To: sbfm who wrote (195527)9/10/2025 11:47:59 AM
From: Doug M.  Read Replies (2) | Respond to of 196917
 
<< “Intel is not an option today,” Amon said. “We would like Intel to be an option.”>>

The bolded part was conveniently omitted.

Anyone whose following the situation closely will see that Intel's 14A is moving along
quite will - its PDKs are built with prospective customers from the ground up and they're
already in those customer's hands.

If anyone waits until Qualcomm chooses Intel foundry in the future, they will be paying
a lot more for Intel's stock than if they buy it now.