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0 pointsVarloom1y ago0 comments

Qualcomm main business is mobile phone chips and 5g modems.

Majority of it's revenue goes to Taiwan for TSMC as margins.

Having Intel fab, will cut the middle man, and revenue will skyrocket, all while no money leaves the USA.

0 comments

Qualcomm should buy capacity from Intel, Intel can wind down x86 slowly as it shifts to foundry (implementation of the how is Intel’s core engineering product this whole time)

A monolith will drag both down

j / k navigate · click thread line to collapse

0 pointsVarloom1y ago0 comments

Qualcomm main business is mobile phone chips and 5g modems.

Majority of it's revenue goes to Taiwan for TSMC as margins.

Having Intel fab, will cut the middle man, and revenue will skyrocket, all while no money leaves the USA.

0 comments

rlyno1y ago

Qualcomm should buy capacity from Intel, Intel can wind down x86 slowly as it shifts to foundry (implementation of the how is Intel’s core engineering product this whole time)

A monolith will drag both down

j / k navigate · click thread line to collapse