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Qualcomm Moderated Thread - please read rules before posting
An SI Board Since June 2000
Posts SubjectMarks Bans Symbol
198047 1047 8 QCOM
Emcee:  Silcon Observer Type:  Moderated
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197687OT Apparently, if you have an Office 365 subscription you have the full versionRKnight-February 13
197686waitwatchwander: That is what Copilot said is the most likely scenario when I qRKnight-February 13
197685(somewhat off-topic) WaitWW, thanks for providing the full color. I hesitated METMAN-February 13
197684I see the Pro and Pro Max using Qualcomm for at least the next iteration. The Cwaitwatchwander3February 13
197683data/ai - the new cocaine for the industry. Sucker them in, get them hooked on iengineer4February 13
197682Having been inspired by Jim Mullens I had a long convo with Copilot today regardRKnight8February 13
197681www, Re: Google AI/ Gemini......................................................Jim Mullens-February 13
197680OT: I see Google has cut back on the availability of their AI product. One can waitwatchwander2February 13
197679Soaring memory-chip prices, driven by AI demand, are forcing consumer-electronBill Wolf1February 13
197678Lunar New Year's shift and govt subsides of which Apple was excluded from inwaitwatchwander2February 13
197677It is Qualcomm's inference algorithm that Cerebras is using along with theirwaitwatchwander5February 13
197676[bluesky] Samsung Delivers LPDDR6X Samples to Qualcomm for Next-Gen AI ttek2.cowaitwatchwander5February 12
197675Elroy - Good... back to QCOM... Please, no more unrelated posts... TIASilcon Observer-February 12
197674China's January smartphone sales down 23% Y/Y, says Counterpoint Huawei dowMETMAN1February 12
197673Listening to the GFS call it sounded like Apple's RF demand there is notablywaitwatchwander1February 12
197672I've had a position in SIMO for 15 years. No special logic in the post. I Elroy1February 12
197671don't worry that talent is leaving the building. I am sure if TC screws a feengineer2February 12
197670CXL and 192-core RISC-V. share.google Can Amon and crew execute quickly enoughwaitwatchwander1February 12
197669Apple Crapple / liars, again (?) : << Instead, Apple is “leading the way” Jon Koplik1February 11
197668ALL, re Elroy post I am incorrectly showing up as recommending his last post. Cojazzcat2000-February 11
197667Reality of it all is Apple has yet to move far from the basic 4G LTE capabilitiewaitwatchwander8February 11
197666What is the logic of this post? Do you have position in SIMO? 1) This post is mSilcon Observer-February 11
197665Ray-Ban maker EssilorLuxottica triples sales of Meta AI glasses cnbc.comsbfm3February 11
197664Intel bought Infineon’s Wireless Solutions (modem) business in 2010 for $1.4B. 60HzEE7February 11
197663I’m paying close attention on who might be leaving crapple like hardware head Jomanning18-February 11
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