CALLQCOM4 months ago6.8Kviews

Qualcomm: the constraint moved downstream of the fab

The bottleneck has migrated from lithography to packaging and power. That changes who captures the margin on every incremental unit.

Yuki Tanaka@yuki_tanaka

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This is research, not financial advice. Calls lock at publish and are graded by the market; they can be and often are wrong. Do your own research and consider your own circumstances before acting.