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Episode 27: Industry Cyclicality On Display in Big Semi Co. Earnings

The Circuit

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The Smartphone Market's Shrunk

There was some discussion that the smartphone market's actually shrunk some. India continues to be a growth volume market, but at prices under $200. There's a premium segment that's happening there. I don't hear disgust a lot. You're just full of good news today. But this is me saying it's being talked about.

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