QCOM/KLAC/KLIC/FORM/QRVO/IFX/ONTO/MPWR and a trade idea
Wow a lot work here. Thank you.
Did you intend to put the MPWR analysis in this report? I see it in the header, but not the body of the report.
Very informative write-up. Thanks
Which component supplier and/or part of the supply chain do you most favor assuming a robust EV ramp? Infineon, stm, cree, soitec, etc