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Companies Covered:


Equipment

Telefon AB LM Ericsson (ERIC)
Nokia (NOK)

Semiconductors

Broadcom Limited (AVGO)
II-VI Incorporated (IIVI)
Qorvo (QRVO) [formerly (RFMD) and (TQNT)]
Qualcomm (QCOM)
Skyworks (SWKS)
Wolfspeed (WOLF)

Communication IC's

Intel (INTC)
Texas Instruments (TXN)

Companies Followed:


Apple (AAPL)
Akoustis Technologies (AKTS)
Ceva Logistics (CEVA)
Inphi Corporation (IPHI)
MediaTek Inc. (MDTK)
Murata Manufacturing Co., Ltd (MRAAY)
MACOM Technology Solutionos (MTSI)
Samsung (SSNLF)
Verizon Wireless (VZ)


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