高通多核心业务承压，裁员 7%-8% 引发担忧
I’ve maintained a positive view of $QCOM but a lot of what I’ve been hearing from industry contacts lately has been concerning. Several core busines...
AI 导读
一位长期看好高通（QCOM）的观察者称，近期业内反馈令人担忧：Snapdragon 面临 Exynos 崛起、modem 受苹果自研芯片挤压、RF 领域中国供应商供给增加。高通还大力进军 AIDC 业务，正处于艰难时期。此轮裁员影响 7%-8% 的员工，作者希望重组不止于削减成本，更能强化产品竞争力和组织执行力。