bullish
Episode 92: Another week in Semi's Earnings. -AMD, Intel, Capex growth in Cloud
SUMMARY
- Qorvo and MediaTek reported mixed results, with Qorvo seeing a significant stock drop due to lowered guidance, indicating possible share loss in flagship smartphones.
- Qualcomm may see strength in the high-end ASP of Android phones, but the RF market is competitive, with Qualcomm and Broadcom potentially impacting competitors like Qorvo and Skyworks.
- Intel faced challenges with credibility on Wall Street due to a Reuters article criticizing CEO Pat's turnaround efforts, highlighting the importance of cultural alignment and strategic decision-making for the company's future.
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