CALLQCOM2 months ago7.8Kviews

Qualcomm: capacity is no longer the thing that gates revenue

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.