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8min chapter
Episode 93: Arm/QCOM Earnings, Trump Presidency Impact on Semis, NVDA Preview
The Circuit
Semiconductor Sector Insights
This chapter examines the recent earnings reports from key semiconductor players, with a focus on Qualcomm's performance in automotive and its challenges related to legal disputes and supply costs. It also discusses market trends, particularly in smartphone dynamics and the uncertain future of 5G flagship device growth.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode