"Analyst Ming-Chi Kuo Says Qualcomm May Have Stopped Designing Chips For The Intel 20A Node, Meaning That Intel 18A R&D And Mass Production Will Face Increased Uncertainty And Risk" - Medium
Portfolio Pulse from Happy Mohamed
Analyst Ming-Chi Kuo reports that Qualcomm has ceased development of chips for the Intel 20A node. This could negatively impact the learning curve of RibbonFET and PowerVia technologies, increasing uncertainty and risk for Intel 18A R&D and mass production. Qualcomm's decision may be due to increased development costs post-7nm and resource constraints.
August 08, 2023 | 2:17 pm
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NEUTRAL IMPACT
Qualcomm's decision to stop designing chips for the Intel 20A node may be due to increased development costs and resource constraints.
Qualcomm's decision to stop designing chips for the Intel 20A node is likely due to increased development costs post-7nm and resource constraints. This decision may not have a significant short-term impact on Qualcomm's stock price, but it could affect the company's long-term strategic positioning in the chip market.
CONFIDENCE 90
IMPORTANCE 75
RELEVANCE 100
NEGATIVE IMPACT
Qualcomm's decision to stop designing chips for the Intel 20A node could increase uncertainty and risk for Intel 18A R&D and mass production.
Qualcomm's decision to stop designing chips for the Intel 20A node could negatively impact the learning curve of RibbonFET and PowerVia technologies, increasing uncertainty and risk for Intel 18A R&D and mass production. This could potentially affect Intel's future product pipeline and its competitive positioning in the chip market, which may negatively impact its stock price in the short term.
CONFIDENCE 90
IMPORTANCE 85
RELEVANCE 100