Qualcomm’s Moment to Re-Align Globally

Qualcomm’s Moment to Re-Align Globally
by Ed McKernan on 07-16-2012 at 6:00 pm

Qualcomm has a nice problem to have: too much demand for its Snapdragon and 4G LTE baseband parts. How Qualcomm realigns its manufacturing strategy around this problem will determine whether or not they can breakaway from the ARM camp and go toe to toe with Intel. Last week Malcolm Penn claimed TSMC was too big to fail. Really? The … Read More