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Technology Stocks : SWKS - Skyworks Solutions, Inc (was AHAA)
SWKS 114.63-2.4%Feb 21 4:00 PM EST

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From: mlc1786/4/2019 1:11:50 PM
   of 1691
 
Qorvo, Analog Devices, Macom, NXP, Infineon, and some Japanese companies have GaN products available. Skyworks and Broadcom do not. That could put Skyworks at a disadvantage in some applications.

For example some recent PR's from Qorvo:

06/04/2019 Qorvo GaN and GaAs Amplifiers Selected by Syrlinks for Space Applications
06/03/2019 Qorvo Adds New GaN Power Amplifiers for Mission-Critical Applications
06/03/2019 Qorvo Breaks Power Barrier with 10W Ka-Band GaN Amplifier
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