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Skyworks (SWKS) a provider of semiconductors for cell phones may face severe headwinds going forward. A recent report shows that Media Tek (MTK), a fabless semiconductor company based in Taiwan is experiencing weakness in China. It appears that the trend in China is in favor of Apple (AAPL)
The stocks covered in this story are AAPL, ARMH, AVGO, OVTI, QCOM, SNE, SWKS, TOSBF.PK, TQNT. Apple (AAPL) has now become one of the largest users of semiconductors. Every time Apple introduces a new product, it pays to understand its impact on semiconductor manufacturers. In the past, such analysis
Skyworks (SWKS) makes semiconductors for phones and Wi-Fi. There are reports that Skyworks has lost all 3G business in Apple’s (AAPL) iPhone 5. There are also reports that Skyworks may lose the rest of the business from Apple. ZYX Change Method is close to issuing a short