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Qualcomm

2 statements across 1 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Apr 26, 2025 by Carl Pei · said 5 times in 1 episodes since 2025 · across every show →

Mentions by year

brought up most by Carl Pei (4), Rahul Sharma (1)

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2025 5 mentions in 1 episode

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Everything said about Qualcomm, oldest first

Apr 26, 2025 neutral
Assertion Contradicted
Pei: Chipmakers earn 40-45% gross margins while Foxconn earns roughly 10%
“Nvidia, I don't know, is it or Qualcomm's, 4060, 40, 45%, I think, just declared, yeah. Gross margin. But Foxconn is, I think, 10%.”
Carl Pei Apr 26, 2025 ▶ 2:10:46 Ep #23 | WTF are Consumer Electronics? | Nikhil ft. Carl Pei, Rahul Sharma & Amit Khatri · Nikhil Kamath
Apr 26, 2025 positive
Assertion Supported
Sharma: Qualcomm and MediaTek have their largest R&D centers in India
“He was talking about Qualcomm or MTK. Their biggest R&D centers are in India.”
Rahul Sharma Apr 26, 2025 ▶ 2:20:55 Ep #23 | WTF are Consumer Electronics? | Nikhil ft. Carl Pei, Rahul Sharma & Amit Khatri · Nikhil Kamath
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