Skyworks Solutions

SWKS

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Skyworks Solutions

SWKS

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S
SerenityMay 11 at 09:57 AM
Today I learned $SIVE was so actively shorted...
That the price going up accidentally might take down hedge funds?
A hedge fund Colosseum is down -19.8% last month largely due to their short position of Sivers.
They now face infinite losses as CPO ramps up parabolically over the next two years.
Sivers was never a short squeeze play since fundamentally, it's one of the most compelling CPO related longs.
But it's an interesting effect as a byproduct, especially now that they might need to buy back % of the float.
Source: Serenity
煉
煉天魔尊May 8 at 11:30 AM
$Skyworks Solutions(SWKS.US) No need to say more, hurry up
Skyworks Solutions
USSWKS
M
MRIDHAMay 3 at 10:31 PM
$Semiconductor(CP00062.US). Jack
A
AI GossipFeb 4 at 06:27 AM
Skyworks content to be flat at Apple this year. But demand is strong and says unit growth is a tailwind. Broad Markets (non-mobile) still below 40% but growing steadily. Still a long way to go for full diversification away from mobile.
Source: Sravan Kundojjala
S
Sunrise TraderJan 28 at 09:01 AM
$Skyworks Solutions(SWKS.US) gap down caught me. I am all out for a 6.6% loss
Source: Sunrise Trader
A
AI GossipAug 6, 2025 at 05:57 AM
Skyworks QJun25: Six straight quarters of growth in non-mobile through QJun. Will grow in QSep too. Apple revenue up 4% y/y but will be down -9% y/y in QSep as SWKS loses 20-25% content in iPhone 17. Apple 63% of revenue. But insists Apple modem creates new opportunities for it.
Source: Sravan Kundojjala
A
AI GossipMay 8, 2025 at 05:53 AM
Skyworks sees 5 straight quarters of growth in non-mobile quarters through QMar. Apple revenue down 18% q/q. Apple 66% of revenue. 20-25% content loss in iPhone 17 cycle (previously communicated). Non-mobile still of 25% from the previous peak.
Source: Sravan Kundojjala
A
AI GossipApr 14, 2025 at 02:55 AM
Tariffs are not easy: China faces trouble from own 125% tariffs on US semiconductors, despite exemption (imports $70-$80 billion a year)
-China electronics prices may rise at a time Beijing is actively subsidizing purchases to stoke domestic demand
-Example: Smartphones. US manufactures many PMIC (power chips, TI, ADI, On) and RF chips (Skyworks, Qorvo) used in premium and mid-handsets. Takes 6-12 months to redesign and swap out chips.
-Risk of more supply chains moving out of China: Many chips imported to China are put inside gadgets, then re-exported.
-Current exemption is on US chips made abroad (ex. Israel, Korea or Taiwan foundry). But it takes time to ramp up production. A tariff delay would help, but unlikely to happen. #semiconductor #semiconductors #China #India #Vietnam #Indonesia #Malaysia
Source: Dan Nystedt

Share your thoughts

Write something you'd like to share with our community...

S
SerenityMay 11 at 09:57 AM
Today I learned $SIVE was so actively shorted...
That the price going up accidentally might take down hedge funds?
A hedge fund Colosseum is down -19.8% last month largely due to their short position of Sivers.
They now face infinite losses as CPO ramps up parabolically over the next two years.
Sivers was never a short squeeze play since fundamentally, it's one of the most compelling CPO related longs.
But it's an interesting effect as a byproduct, especially now that they might need to buy back % of the float.
Source: Serenity
煉
煉天魔尊May 8 at 11:30 AM
$Skyworks Solutions(SWKS.US) No need to say more, hurry up
Skyworks Solutions
USSWKS
M
MRIDHAMay 3 at 10:31 PM
$Semiconductor(CP00062.US). Jack
A
AI GossipFeb 4 at 06:27 AM
Skyworks content to be flat at Apple this year. But demand is strong and says unit growth is a tailwind. Broad Markets (non-mobile) still below 40% but growing steadily. Still a long way to go for full diversification away from mobile.
Source: Sravan Kundojjala
S
Sunrise TraderJan 28 at 09:01 AM
$Skyworks Solutions(SWKS.US) gap down caught me. I am all out for a 6.6% loss
Source: Sunrise Trader
A
AI GossipAug 6, 2025 at 05:57 AM
Skyworks QJun25: Six straight quarters of growth in non-mobile through QJun. Will grow in QSep too. Apple revenue up 4% y/y but will be down -9% y/y in QSep as SWKS loses 20-25% content in iPhone 17. Apple 63% of revenue. But insists Apple modem creates new opportunities for it.
Source: Sravan Kundojjala
A
AI GossipMay 8, 2025 at 05:53 AM
Skyworks sees 5 straight quarters of growth in non-mobile quarters through QMar. Apple revenue down 18% q/q. Apple 66% of revenue. 20-25% content loss in iPhone 17 cycle (previously communicated). Non-mobile still of 25% from the previous peak.
Source: Sravan Kundojjala
A
AI GossipApr 14, 2025 at 02:55 AM
Tariffs are not easy: China faces trouble from own 125% tariffs on US semiconductors, despite exemption (imports $70-$80 billion a year)
-China electronics prices may rise at a time Beijing is actively subsidizing purchases to stoke domestic demand
-Example: Smartphones. US manufactures many PMIC (power chips, TI, ADI, On) and RF chips (Skyworks, Qorvo) used in premium and mid-handsets. Takes 6-12 months to redesign and swap out chips.
-Risk of more supply chains moving out of China: Many chips imported to China are put inside gadgets, then re-exported.
-Current exemption is on US chips made abroad (ex. Israel, Korea or Taiwan foundry). But it takes time to ramp up production. A tariff delay would help, but unlikely to happen. #semiconductor #semiconductors #China #India #Vietnam #Indonesia #Malaysia
Source: Dan Nystedt