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Episode 6: Semiconductor Industry Earnings Review

The Circuit

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ARM's IPO

The old IP model, the way people think of it is a company like Interdigital, which licenses IP for wireless and mobile stuff. And so their results depend sort of, did they renew with Samsung this quarter? Did they renew with Apple this quarter? Right. But when you're as broad based customer base, diverse customer base as ARM and SIVA have, that's a really, really different story. So much more forecastable than sort of step functions like Interdigital has. I said, I'm anxiously awaiting ARM's IPO, to be honest with you. It'll make for very, very good, very good conversation.

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