Fabricated Knowledge

Share this post

Mobile Phones (AAPL, QCOM, QRVO, MediaTek, SWKS), POWI, MCHP, ONTO, and SITM

www.fabricatedknowledge.com

Mobile Phones (AAPL, QCOM, QRVO, MediaTek, SWKS), POWI, MCHP, ONTO, and SITM

China doesn't look as strong, and analog looks poorly positioned.

Doug O'Laughlin
May 10, 2023
∙ Paid
6
2
Share
Share this post

Mobile Phones (AAPL, QCOM, QRVO, MediaTek, SWKS), POWI, MCHP, ONTO, and SITM

www.fabricatedknowledge.com

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2023 mule
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great writing