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   Technology StocksSWKS - Skyworks Solutions, Inc (was AHAA)

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From: mlc1785/17/2019 3:30:06 PM
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The ban on sales to Huawei will definitely benefit non-American companies. For example both Infineon and NXP make RF front end components for handsets and GaN transistors for basestations.

For some parts Huawei can copy them and, if caught, pay a patent licensing fee. The Chinese are masters at spy and copy which is one of the reasons why Huawei got hit with this ban.

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From: mlc1786/4/2019 1:11:50 PM
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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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From: JCO247/8/2019 4:52:22 PM
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Skyworks Solutions has an 82.7% share of sales in China, which is definitely something you don’t want to see right now. Trade war forecasts are not looking good, it has a “Strong Sell” Zacks Rating, and insiders are selling (see SEC 10Q).


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From: mlc1787/9/2019 12:34:11 PM
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WASHINGTON (Reuters) - The U.S. Department of Commerce will issue licenses to U.S. companies seeking to sell to Chinese telecoms equipment giant Huawei Technologies Co Ltd where there is no threat to national security, Commerce Secretary Wilbur Ross said on Tuesday.

“To implement the president’s G20 summit directive two weeks ago, Commerce will issue licenses where there is no threat to U.S. national security,” Ross said, referring to the meeting of world leaders in Japan.

“Within those confines, we will try to make sure that we don’t just transfer revenue from the U.S. to foreign firms,” he said.

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From: mlc1788/1/2019 11:42:21 PM
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QRVO (competitor of SWKS) went up $4.16 in after hours.
From Zacks:

Qorvo (QRVO) came out with quarterly earnings of $1.36 per share, beating the Zacks Consensus Estimate of $1.15 per share. This compares to earnings of $0.96 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of 18.26%. A quarter ago, it was expected that this chipmaker would post earnings of $1.06 per share when it actually produced earnings of $1.22, delivering a surprise of 15.09%.

Over the last four quarters, the company has surpassed consensus EPS estimates four times.


That's super considering the company got cut off from Huawei.

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To: mlc178 who wrote (1675)8/3/2019 2:15:43 PM
From: robert b furman
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I'm beginning to think the supply channels of chip makers are very nimble and flexible.

When Huawei can't make a product, there is another company that ramps up production and displaces Huawei.

Same thing for laptops,desktops why should smartphones be any different?

That giant sucking sound is the semi industry running out of China ASAP.


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From: mlc1788/9/2019 1:31:17 PM
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5G smartphones with in-house developed processors tend to use RF parts from Skyworks and Qorvo.
5G smartphones with Qualcomm processors and modems tend to use Qualcomm RF parts. Qualcomm has been boasting about its RF front end design wins. That shows the importance of Huawei and Samsung to Skyworks and Qorvo, since these two Asian giants design their own processors and modems.

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From: JakeStraw8/21/2019 9:53:42 AM
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Skyworks Enables Emerging Bluetooth® Platforms
Bluetooth® LE is a critical protocol for IoT, given its upgraded communication capabilities and minimal power consumption requirements. Bluetooth® 5 further enhances benefits and supports additional breakthrough features such as extended ranges, higher data throughputs and improved co-existence, all key elements in an increasingly dense network.

“Our collaboration with Nordic to deploy premium Bluetooth® systems for diverse markets represents Skyworks’ commitment to enable the future of connectivity,” said John O’Neill, Skyworks’ vice president of marketing. “The intersection of our solutions is driving wireless adoption and elevating performance to higher levels for revolutionary new applications across home automation, automotive, industrial, medical, wearables, mobile and more.”

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From: JakeStraw9/20/2019 3:50:10 PM
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Skyworks Powers First All-in-One Virtual Reality Gaming System

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From: mlc1789/26/2019 1:12:00 PM
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QRVO, SWKS slide as analyst sees Huawei losses
Sep. 26, 2019 10:38 AM ET|About: Qorvo, Inc. (QRVO)|By: Brandy Betz, SA News Editor

Susquehanna analyst Christopher Rolland writes that Huawei has found alternatives to most U.S. RF suppliers, citing a visit to China and discussions with Huawei.

Rolland says volumes are unlikely to return to pre-ban levels even if the ban is lifted. The purchasing levels could return to only 50% of the prior levels.

Susquehanna cuts Qorvo ( QRVO -1.2%) from $74 to $70 and Skyworks ( SWKS -0.8%) from $78 to $74.

Of course Huawei would find alternatives. There are plenty of Japanese and European alternatives to these two US companies.

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