Qualcomm Moderated Thread - please read rules before posting

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Qualcomm Moderated Thread - please read rules before posting

An SI Board Since June 2000

Posts	SubjectMarks	Bans	Symbol
198410	1056	8	QCOM

Emcee: Silcon Observer	Type: Moderated

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Reply	Message Preview	From	Recs	Posted
193806	I don't think Apple will ship many iPhones to the USA with a 145% tariff. M	Elroy	-	4/10/2025
193805	everyone needs to remember that the tariffs will be on the ODM wholesale price a	engineer	5	4/10/2025
193804	Hmmm, no, there is no strategic blunder or confusion with Taiwan and Japan. If	Elroy	2	4/10/2025
193803	this sounds like ALOT of BS. bluetooth link budget if kept to the FCC standard c	engineer	6	4/10/2025
193802	There is a single country with a triple digital tariff. There is a country off	sbfm	-	4/10/2025
193801	From the Court in Qualcomm v Arm Two things, Qualcomm is asking the court to al	QCOM_HYPE_TRAIN	19	4/10/2025
193800	Your example falls under CUSMA which contains specifics as to source of contents	waitwatchwander	-	4/10/2025
193799	<i>Again I must disagree. </i> Fine, disagree all you want. What m	Elroy	-	4/10/2025
193798	<i> What counts here is Qualcomm's technology.</i> Come on.	Elroy	2	4/10/2025
193797	<i> I think you missed the subtlety of Art's point. And, if you mis	Elroy	1	4/10/2025
193796	So you're saying the price of aniPhone in China goes lower and Qualcom will	waitwatchwander	-	4/10/2025
193795	Elroy -- Again I must disagree. You're suggesting that GM vehicles assemble	Art Bechhoefer	1	4/10/2025
193794	www -- Is QCOM now charging a higher ASP, relatively speaking, if the dollar dro	Art Bechhoefer	1	4/10/2025
193793	I think you missed the subtlety of Art's point. And, if you missed it, there	sbfm	-	4/10/2025
193792	Art, the question was whether semiconductors inside a device which is shipped f	Elroy	-	4/10/2025
193791	Isn't a falling USD good for Qualcomm? Don't QTL earnings rise due to a	waitwatchwander	1	4/10/2025
193790	Elroy -- You can be certain that any device containing an Apple chip made in Tai	Art Bechhoefer	2	4/10/2025
193789	Unless an exemption is corruptly granted. That was the point of Tim sucking up t	JeffreyHF	2	4/10/2025
193788	Yes, that's a valid point as is the fact that all the smarts and a 3rd of th	waitwatchwander	-	4/10/2025
193787	Ya gotta pay the tariff!!!!! -- Perplexity says..... The exemption for semico	Elroy	1	4/10/2025
193786	Meanwhile: Apple airlifts more than 1 million iPhones out of India to avoid Trum	GR8FORM	-	4/10/2025
193785	<i> Yes, the semiconductor components, including processor, modem, ener	Elroy	-	4/10/2025
193784	Yes, the semiconductor components, including processor, modem, energy management	Art Bechhoefer	1	4/10/2025
193783	<i> An iPhone assembled in China and shipped to the U.S. will be subjec	Elroy	1	4/10/2025
193782	I don't pretend to be an expert on tariffs, but I can still read English or	Art Bechhoefer	4	4/10/2025

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