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合约到期,内部消息 苹果有意买进boardcom RFdepartment. 所以apple 在这里是没投资RF 部门.
Broadcom 也是有意出让.时间就在合约到期过后 会洽
淡 .Broadcom have huge business, inari will survive won't impact much long term. Broadcom chip maker, apple chip maker, inari osat tester. Apple chip maker ,inari could be the fav osat tester. Why articles no link up these?
haha. if you see Apple as Broadcom's sole contributor, you are not really know what is AVGO.
Apple performance will not affect Broadcom directly. Broadcom is affected by the greedy investors themselves. cos it up so sky high and they want it up higher.
looking at the report, AVGO is doing very very good, compared to Intel, keysight etc.
i can only agree that inari is directly affected by Broadcom