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Two custom silicon wins are entering the revenue phase for Qualcomm (QCOM).
The company's CEO confirmed that both deals are expected to begin generating revenue in the December quarter, with wafer production already under way.
What complicates the clean read: the wins are few in number, and the distance between wafer starts and recognized revenue is where custom chip programs most often slip.
What the production milestones mean Tape-out is the point at which a chip design is locked and delivered to a fabrication facility.
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