Latest / Chip Stock Investor Podcast
Episode 41: Is Qualcomm Stock Sunk Now That Huawei Has Its Own Advanced Smartphone Chips?
More big semiconductor news this week as investors mull the implications of Huawei’s advanced smartphone chip. Some believe Qualcomm is in line to lose out on billions of dollars in business. And that might be a fair assessment, since China accounts for over 60% of the mobile chip company’s sales. However, there’s more to the story. Chip Stock Investor delves into some important parts of Qualcomm’s business model to ascertain how much it could lose from Huawei, and if China’s aspirations for semiconductor self-sufficiency is the real deal. Don’t miss part one of this video, which discusses…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.