All of 5G projects and products are in jeopardy.....SOC, Modem, Antenna, IoT, Auto....
Development problems in PD, Layout, Memory, Fab...not to mention bad news about to break regarding radiation risks due to 5G propagation.
Put on your seat belts. Not sure how much longer SM and JT can keep the lid on this before news hits the streets.
5G is a no-go for now. Too many gates.
ring ring ring ring; the fabs are getting angsty with the 2019 down-sizing of the sourcing plans.
Watch for TSMCs new year announcements about fab mothballing............get those tarps ready to cover the kit.
now below $55.
Seems like truth is getting out. Stock is crashing today.
Seems like truth is getting out. Stock is crashing today.
I know one thing for certain, if there is an engineering problem you can be sure JT will cover it up. He's been making bad strategic decissions for year and then side stepping the blame. He puts on that honest mid Western boy image but in reality he's a snake.
Thanks for the heads up "Friend"
I've been monitoring your posts. You have been ~90%+ accurate thus far.
I can't speak for others but I appreciate your sense of social justice and candor.
The future looks very bleak for Qualcomm. I work in product dev and I can tell you there is considerable apprehension from OEM to scope new products. This mean pipeline is going to dry up as more work is going to NVIDIA, AMD and Intel.
I am concerned. Gravely concerned.
No worries. We will have a bunch of silicon spins and a bazillion software releases. It'll all get covered up in the utter confusion. OEM will get so hacked off with all the software releases they'll not even notice ! Proceed as usual !
As they normally do, keep things hush hush and sell the product. Fix the issues later on with multiple releases. It's good for the employees cause it keeps us employed.
new lawsuits or product recalls? haha