MWC 2021: No News is Just No News
MWC 2021: No News is Just No News – The major companies have not announced much actual news at this year’s show. Such are the times.
Tag Archives: qorvo
RF Semis Update
RF Semis Update – On the competitive front Qualcomm’s growing heft in RF semis does not affect Broadcom much, but is a growing problem for Skyworks and Qorvo.
5 chip companies revisited
5 chip companies revisited – With elevated stock prices and cheap debt the large companies have the means to further consolidate the industry. But this time even the biggest companies may be targets.
RF Semis Update – The More Things Change….
Last week I posted on overview of the RF semis market. I wrote that I expected some big announcements in the space during MWC. I was sadly disappointed. Nothing much […]
The RF Semiconductor Market – And Why It Matters
The RF Semis Market is about to undergo some dramatic shifts. For the past two years I have been neck deep in that market, but am no longer employed there. […]
