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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 (196217)	10/27/2025 4:27:57 PM
From: Elroy	2 Recommendations Recommended By Dr. John Peter Sherman Respond to of 196306

This is very interesting. SIMO also excels in making the flash controller which consumes the least power. That's why they dominate in cell phones and notebooks. Phison makes a super speedy power hungry flash controller which is popular among desktop gamers where the PC is always plugged in. Maybe SIMO will soon acquire QCOM......

To: engineer who wrote (196217)	10/27/2025 4:54:24 PM
From: sbfm	Respond to of 196306

To: engineer who wrote (196217)	10/27/2025 4:56:15 PM
From: sbfm	7 Recommendations Recommended By Dr. John GR8FORM JeffreyHF Ken Carrillo mk511 and 2 more members Respond to of 196306

OpenAI says U.S. needs more power to stay ahead of China in AI: ‘Electrons are the new oil’ cnbc.com Cars used to get 10 miles to a gallon of $.59 gas; expensive power begets innovative advances. You can build more power generators, or use less power. I suspect using less power is cheaper. In fact, if all the infrastructure for more power is built and ultimately power needs fall, much of that infrastructure investment would be essentially wasted. If Q delivers (building on its pedigree and roots), it can become a very formidable player.

To: engineer who wrote (196217)	10/27/2025 5:14:00 PM
From: voop	1 Recommendation Recommended By Peter Sherman Respond to of 196306

How much power consumption is coming from the CPU vs the NPU vs GPU? I thought the latter bore the brunt.

To: engineer who wrote (196217)	10/27/2025 5:43:45 PM
From: abcs	6 Recommendations Recommended By Dr. John Jon Koplik manning18 sbfm temco2 and 1 more member Read Replies (1) \| Respond to of 196306

The irony of the runup today is that Qualcomm Cloud AI100 has been there forever and has been known forever to be very power efficient and there have been numerous rumors of the next gen coming for a while. In other words it was hiding in plain sight. Also, Qualcomm should have focused more of their resources in AI, especially custom AI chips. No reason they should have let Broadcomm run away with so many wins. Hopefully, this is a good start and we can rack up many many more wins.

To: engineer who wrote (196217)	10/27/2025 5:48:25 PM
From: RoseCampion	14 Recommendations Recommended By aryl Bill Wolf Dr. John GR8FORM jazzcat2000 and 9 more members Read Replies (3) \| Respond to of 196306

Logically, then, NVDIA should acquire QCOM, to get all the engineering knowledge and skill they have (including all the semiconductor and AI engineers acquired via Nuvia and Openwave). I'd consider $300/share = $324B to be a very reasonable price for them to pay, given what they'd receive in talent and patents alone. Not to mention Q's current customer base and present/future cash flow. Too rich? Not at all. That amount represents barely 1/15th of NVDA's current market cap. They could find that much change down in their couch cushions.