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

To: pheilman_ who wrote (196170)	10/26/2025 9:41:26 PM
From: waitwatchwander	1 Recommendation Recommended By Dr. John Respond to of 196358

Yes, HBM3 will always be close to the processing. The memory pools Qualcomm could offer will be low power, more latent and used for storage of models to be fed into GPU/NPU processing memories. With LLMs cases there are lots of options with the mgt of the necessary parameters, diversity and number of models and the bringing together of appropriate hardware components. It will be interesting to see the niche Qualcomm has identified.