
Episode 27: Industry Cyclicality On Display in Big Semi Co. Earnings
The Circuit
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The Softness of Smart Phones in China
There's softness in smart phones that everybody's been saying and people realize the refresh rates are being held on longer. Samsung just launched these foldable devices. They're doing aggressive promotions for trade-ins even though foldables are on each part of the market. Everybody's trying to bring things to market that increase appetite. But why am I going to go buy a new phone? And we saw that in Qualcomm's earnings tonight is the smartphone market is X growth, right?"
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