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Qualcomm Moderated Thread - please read rules before posting
An SI Board Since June 2000
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198052 1047 8 QCOM
Emcee:  Silcon Observer Type:  Moderated
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195131While so much of the announcement is vague and ambigious, the carve-out for thossbfm18/6/2025
195130That's Qualcomm's strategy but I don't think it's working well fcold_snowman48/6/2025
195129Trump Plans 100% Tariff on Chips With Carveout for Apple, Others By Hadriana LowBill Wolf-8/6/2025
195128The interesting part of this is that it doesn't mention the NPU. Similar Quacold_snowman28/6/2025
195127If that's Q's strategy, then why is Mediatek out selling Q in those segmsbfm28/6/2025
195126Art, re: QCOM v MediaTek .......................................................Jim Mullens18/6/2025
195125Jim -- Comparing the data on data shipments and revenue share for MediaTek and QArt Bechhoefer18/6/2025
195124Vkvraju5, re: MediaTek............................................... Q gave wJim Mullens28/6/2025
195123Anyone else notice Apple's "just in time" additional $100B investmMETMAN58/6/2025
195122Don't hold your breath for OpenAI’s new model to run on your phone's Snasbfm38/6/2025
195121Meat Quest.Jon Koplik-8/6/2025
195120just realized : anagram of Meta is : meat !Jon Koplik18/6/2025
195119Are 5G laptops worth it? 7 key facts you need to know pcworld.comBill Wolf-8/6/2025
195118The Future Beyond Meta Quest and Vision Pro Is Coming in Glasses Form. What WillBill Wolf-8/6/2025
195117 Latest From CFO Journal Qualcomm CFO on Forecasting and the Next Uses of Bill Wolf18/6/2025
195116Wholesale price, capped.JeffreyHF18/6/2025
195115In China, NDRC forced Qualcomm to unbundle CN SEPs (i.e., SEPs filed in China) fStock Prosecutor38/6/2025
195114I always thought MTK got their biggest kick when Q created their Innovation Lab waitwatchwander38/6/2025
195113"Now if they want the best..." Definition of best is different for divkvraju518/6/2025
195112"Also, EBT margins in QCT of 28% in the Sept Q are a clear disappointment avoop-8/5/2025
195111Mediatek "will", Qualcomm "does". Lot of "wills" waitwatchwander58/5/2025
195110I think the SEP workaround is another AAPL PR ploy to make it seem like QCOM buOptntrdr199938/5/2025
19510905 Futurum – Blanchard on QCOM Q3F25 earnings Analyst(s): Olivier BlanJim Mullens78/5/2025
195108META / QCOM - follow up Copilot Q&A - Q >>>What's to keep QJim Mullens58/5/2025
195107Ben, re: QCOM and META........................................... Thanks Jim Mullens68/5/2025
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