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B
How much will the whole shebang be if the XPUs alone is $10B?
Also, Mr. Tan has done these corporate communication stuff for decades...
Sep 11, 2025
A
I'm an AVGO stockholder, but the silliness they publish in their descriptions of their "AI chip business" makes me roll my eyes. These...
Sep 11, 2025
Developing a localized supply chain for advanced packaging equipment is critical for keeping pace with customers’ increasingly shrinking...
Sep 11, 2025
A
Not my strong suit, but according to my good friend google. "semiconductor cell libraries with different heights offer distinct power...
Sep 11, 2025
X
IMO, That confirms that the QCOM exec is a bit clueless then during this interview.
Sep 11, 2025
X
QCOM is exclusive to TSMC at 3nm and 2nm so there is no new Samsung Foundry business. It is legacy QCOM chips. Intel 18A beats Samung...
Sep 11, 2025
X
If you watch the video starting around 1:10, Qualcomm CEO Cristiano Amon can’t recall the name of Intel’s node after the Intel 18A.
Sep 11, 2025
S
If you watch the video starting around 1:10, Qualcomm CEO Cristiano Amon can’t recall the name of Intel’s node after the Intel 18A.
Sep 11, 2025
If you watch the video starting around 1:10, Qualcomm CEO Cristiano Amon can’t recall the name of Intel’s node after the Intel 18A.
Sep 11, 2025
QCOM is exclusive to TSMC at 3nm and 2nm so there is no new Samsung Foundry business. It is legacy QCOM chips. Intel 18A beats Samung...
Sep 11, 2025
If you watch the video starting around 1:10, Qualcomm CEO Cristiano Amon can’t recall the name of Intel’s node after the Intel 18A.
Sep 11, 2025
V
I disagree. I think this drop has everything to do with a PE of 70 and disappointing results and a weak forecast. At a PE of 70...
Sep 11, 2025
V
I would bet 18A being targeted at PCs, laptops, and servers, and not mobile, is a problem for QCOM. Snapdragon laptops are probably not...
Sep 11, 2025
X
Also lol on "we couldn't attend the President's summit because we had a 40th anniversary party for Qualcomm". They're trying to avoid...
Sep 11, 2025
Pickleball courts?
in theory they could ramp it in 2030. IFS will most likely run out of money before that.
Sep 11, 2025
Like.
How much will the whole shebang be if the XPUs alone is $10B? Also, Mr. Tan has done these corporate communication stuff for decades...
Daniel Nenni posted the thread Local ecosystem key to meeting AI demand: TSMC in SemiWiki Main Forum ( Ask the Experts! ).Developing a localized supply chain for advanced packaging equipment is critical for keeping pace with customers’ increasingly shrinking...
hist78 replied to the thread Qualcomm CEO: Intel is not an option today. We would like Intel to be an option.If you watch the video starting around 1:10, Qualcomm CEO Cristiano Amon can’t recall the name of Intel’s node after the Intel 18A.