
Episode 6: Semiconductor Industry Earnings Review
The Circuit
00:00
Mobile and the Supply Chain in General?
I think that's another thread that sort of weezes way through all of these is there still are sort of spot shortages here and there. But for the most part, they're mostly eased. Yeah. There's a few companies who were sort of still trying to kitchen sink and throw in all the bad news who really hit the supply chain to use this. Right. I mean, there's lots of things you can talk about, not just to the names themselves, but the category itself. Obviously smartphones was a little bit of a tricky, tricky market, obviously down kind of everybody, everybody got hit. And then the broader ecosystem where some of them may have been over indexed with iPhone
Transcript
Play full episode