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Varloom

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Qualcomm main business is mobile phone chips and 5g modems.

Majority of it's revenue goes to Taiwan for TSMC as margins.

Having Intel fab, will cut the middle man, and revenue will skyrocket, all while no money leaves the USA.

Agreed, generic ARM cores are weak. The solution is to go custom like Apple did and soon Qualcomm with Oryon Cores.

With Encrypted Client Hello being rolled out (default on Firefox, optional on chrome/edge with Cloudflare DNS). ISPs can't technically block any website anymore.

They used to block DNS requests, then when secure DNS rolled out, they targeted SNI requests.

But with ECH there is nothing to block except the ip address, which is dynamic and doesn't even belong to the website if it was hosted on a CDN.

Softbank are dumping their shares in ARM while at peak valuation, before RISC-V eats its market share (they saw it coming, that's why they are rushing to IPO before rise of RISC-V).

Most big ARM clients are dumping ARM for RISC-V.

Including, Qualcomm:

https://arstechnica.com/gadgets/2023/08/qualcomm-one-of-arms...

Google (Converting whole Android system to support RISC-V):

https://arstechnica.com/gadgets/2023/01/google-announces-off...

And Samsung :

https://research.samsung.com/news/Samsung-Electronics-Partic...

When you want to invest look for the underdog, not a company that has it's market share ready to be eaten alive by RISC-V in the coming 5-10 years.

This man knows exactly what he is talking about. He was responsible for designing the original AMD Athlon 64. He worked at apple to transition from Generic Samsung ARM SoC to their own Apple silicon which is the base for modern M1 Apple silicon. He worked for Intel (we'll see his work in Lunar Lake, Jim Keller's Royal Core Project). And most importantly he worked again at AMD and gave us Zen architecture.

New Mac Mini 4 years ago

I can't use my M1 mini with non-retina monitor because of how blurry it is.

They stopped providing font anti-aliasing (default on Windows) few years ago in MacOS to make retina displays more relevant.