Qualcomm, GlobalFoundries, ASE, Amkor, Wolfspeed — this group of US semiconductor manufacturers is currently facing dual pressures from tariffs + export controls 😰
Qualcomm's earnings season is coming, and it's hard to gauge the direction at this point. Wolfspeed focuses on silicon carbide, which is a long-term logic for EVs and industrial control, differentiating it from other pure-play foundries.
My overall feeling is that it's under pressure and consolidating, waiting for macro pressures to ease.
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