The Circuit cover image

Episode 6: Semiconductor Industry Earnings Review

The Circuit

00:00

What's the Big Thing in Mobile?

Mobile is just a brutal sector. But I think we knew that sort of summertime of last year, we saw that in their September quarter. Nobody was expecting great things in December. So for most of our people, we're looking for any signs of turning. When are we going to bottom?

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app