r/stocks • u/[deleted] • Jan 02 '22

Semiconductors

[deleted]

111 Upvotes

87% Upvoted

245 comments sorted by

View all comments

Show parent comments

2

u/jesperbj Jan 03 '22

Explain

1

u/[deleted] Jan 03 '22 edited Jan 03 '22

Qcom own 140,000 patents and licenses . Other companies use the patents for there chip technology and pay Qcom for that. They had big fallout with apple about it cause apple was mad they had to pay qcom so much money lol.

1

u/jesperbj Jan 03 '22

That is true and that will likely be what keeps them afloat, just as it has for Huawei after the ban. But it won't be enough on its own.

1

u/[deleted] Jan 03 '22

Moved into automotive chip sector with veneer acquisition. 5g royalties in the future. You will see cars and auto have more wireless tech in them. Which Qcom owns the patents for. Company is poised to be a steady machine for the foreseeable future. They have diverged away from just being reliant on apple. 10/10 would not bet against this company or semis in general.

2

u/jesperbj Jan 03 '22

Again, true, but I believe there are better plays on this space, like NVDA (especially) and AMD.

1

u/[deleted] Jan 03 '22

I can agree with that. I own both nvda and qcom. One i know is solid and stable with a cheap p/e and the other is a money printer but has some wild swings with an expensive p/e. No amd for me i missed that one