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QCOM
QCOM3 mentions · Related stocks tracker
-2.63% today
-16.61% 90d
Who's tracking it
People we track who have mentioned this stock — their take and the move.
Micron announced memory LTAs with Qualcomm, yet MU dropped 5.37%. The author suggests the
The long-term memory agreement secures supply for Qualcomm, which is operationally positive.
Source: X / @aleabitoreddit ↗The article discusses how TSMC's 3nm process technology is a critical bottleneck for the e
Qualcomm uses TSMC's 3nm for its Snapdragon 8 Gen 3, but its dependence on TSMC is similar to others and not unique.
Source: X / @elonmusk ↗The linked tweet discusses how Apple's new in-house modem chip could reduce its dependence
Apple's move to replace Qualcomm modems could lead to lost revenue for Qualcomm, as Apple is a major customer.
Source: X / @realDonaldTrump ↗
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