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Hey Luke Do You Wanna See Something Weird? - WAN Show January 6, 2023

The WAN Show

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Is Qualcomm on the Fence?

The latest nodes are not even necessarily shrinking the same way that they used to. So with that in mind, if the industry is moving towards chiplet based designs, demand for these top tier top spec nodes could actually go down. Qualcomm is on the fence as to whether or not they will even use a foreign animator this year. I think Apple's locked in, but like basically nobody else is right now.

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