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

To: Doug M. who wrote (195566)	9/10/2025 12:03:46 PM
From: Art Bechhoefer	1 Recommendation Recommended By imc101 Read Replies (3) \| Respond to of 196917

Doug M. ". . . 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." Progress in a company is a function of management quality. Intel had a major management change that might prove helpful when compared to a long term culture that remained devoted to x86 architecture. Yet that change has been altered by a recent major purchase of INTC shares that could create yet another culture devoted to the past. As an investor with over 65 years active investing experience, I wouldn't touch this stock, at least not as long as Taiwan Semiconductor exists. Art

To: Doug M. who wrote (195566)	9/10/2025 12:28:41 PM
From: waitwatchwander	2 Recommendations Recommended By Dr. John Lance Bredvold Respond to of 196917

The difference between 14A and 18A is that 14A uses the latest version of High NA EUV whereas 18A uses 1st gen EUV that's been proven and yielding well at TSMC. It might well be only a matter of time but Intel is still perfecting their 18A processes and needs someone to pay the way for the leading edge R&D required on the latest and greatest. SK Hynix is the only one currently using High Na EUV and Samsung is just starting with it for their 2nm GAA processes. This is the real issue with 14A. When will it's timing be right? ps I suspect memory is much less of an issue with High NA but you'd certainly know more about this than me.