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9min chapter
Tech's Triple Whammy, Tesla and Ford in Reverse, Honeywell CEO on Split Decision 2/6/25
Squawk on the Street
Navigating Semiconductor Challenges
This chapter explores the difficulties faced by semiconductor companies, particularly Skyworks Solutions, due to their dependence on major clients like Apple. The discussion emphasizes the need for diversification and examines the competitive pressures among key industry players, including Qualcomm and NVIDIA. Additionally, it covers the implications of recent tech developments, financial valuations, and the evolving roles of AI and personal assistant technologies.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode