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Apple not only get the chips from broadcom. They also get from thier CM such as ASE, UMS. Apple might divert to them since Apple buy direct from those CM. Now Apple not need go thru broadcom and can direct channel the technology to ASE, AMS to demand more discounts
I think other way. I will still retain inari as supplier. 1) supply chain risk management, 2) create price competition among them, 3) value added provide among them, such as NPI loading, engineering activities. The 2 years contract will still intact but the value/volumn will still unknown till confirmed bought over by APPLE and management decision
not really, David. been waiting for opportunity for semicon related industry which is supposed to contract in 2019 but prices have not gone down. since there is opportunity now, start a small position first. after all, it's still a long journey and transitions to 5G; probably in two to three years time :)
1.62 closing.... EPF increased holding 20mil share in 1 month time. Wondering how much did the fund manager disposed? Or there will be window dressing to make it beautiful.. beautiful year end report
Broadcom Inc. is looking to sell one of its wireless-chip units, a move that would accelerate the company’s shift away from its roots as a semiconductor maker.