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Companies Covered:


Wireless Equipment

Ericsson (ERIC)
Nokia (NOK)

Wireless Semiconductors

Broadcom Limited (AVGO)
Intel (INTC)
Qorvo (QRVO) [formerly (RFMD) and (TQNT)]
Qualcomm (QCOM)
Skyworks (SWKS)

Diversified Analog

Infineon (IFX.DE)
Monolithic Power Systems (MPWR)
Onsemi (ON)
STMicroelectronics (STM)
Texas Instruments (TXN)

Silicon Carbide

Axcelis Technologies (ACLS)
Coherent (COHR)
Navitas Semiconductor (NVTS)
Wolfspeed (WOLF)

Companies Followed:


Advanced Micro Devices (AMD)
Akoustis (AKTS)
Analog Devices (ADI)
Apple (AAPL)
AT&T (T)
Ceva DSP (CEVA)
China Mobile
Knowles (KN)
Lumentum (LITE)
Macom (MTSI)
Marvell (MRVL)
MediaTek (TPE:2454)
Motorola Solutions (MSI)
Murata (MRAAY)
Nvidia (NVDA)
Power Integrations (POWI)
Rohm Semiconductor (ROHCY)
Samsung Electronics (handsets) (SSNLF)
Silicon Motion (SIMO)
Sprint (S)
Synaptics (SYNA)
T-Mobile (TMUS)
Verizon (VZ)
Vishay Intertechnology (VSH)


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