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Has Samsung Snagged Qualcomm Business with New Process?

1/15/2016 06:35 PM EST
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escher
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Re: Value?
escher   2/23/2016 9:29:13 PM
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Don't be surprised if Samsung becomes a Qualcomm customer again. Quid pro quo for getting their foundry business.

Rusty'olMan
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Overcoming Deformation
Rusty'olMan   1/17/2016 1:37:50 PM
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My question is how are the vertical in a structure that small kept from an old limitation of pathway deformity?

m00nshine
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Value?
m00nshine   1/16/2016 8:59:28 AM
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Sounds like samsung got Qualcomm and TSMC got Apple (probably not a coincidence regarding the TSMC Capex increase report)...but with Samsung not buying Qualcomm anymore, total future Qualcomm business volume in question. As usual, we'll need to wait for the teardowns to see who's making what and any deals are still likely to be unexclusive purely for risk reduction, so 100% is too simplified

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