Episode 108: MWC Observations, MRVL and AVGO Earnings, Apple's new Devices

• The Mobile World Congress had a record attendance of 110,000 people this year, but some are questioning its relevance in the semiconductor industry
• Major chip companies had reduced presence at the event, signaling a shift away from semiconductor topics towards other emerging technologies like AI and data centers
• The telecom industry, which the event primarily caters to, is facing challenges with stagnant growth and operators are hesitant to upgrade to 6G, leading to a downbeat atmosphere for equipment suppliers at the event.

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