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Key TakeawaysAmazon’s Sept. 8 custom silicon deal gives Qualcomm’s data center plan a named customer, with revenue starting in the December quarter and warrants tied to up to $60 billion of purchases over 10 years.
Apple just renewed a deal with a company whose chips it stopped buying, and that contradiction tells you everything about where Qualcomm's real power sits and why one investor keeps pressing the buy button.
Broadcom's net margin towers at 36%, but customer concentration and a hefty SBC load cloud the picture; Qualcomm trades at half the valuation despite handset headwinds.