4 reports

Power management chip designer Manufacturer of RF chips (formerly RF Micro Devices and Triquint Semi) Manufacturer of chips and licensor of CDMA chip technology Manufacturer of integrated circuits for use in consumer electronics A chip designer selling primarily to Japanese carmake

  • Consumer Electronics
  • Semiconductor
  • Intel Corporation
  • Qualcomm Incorporated
  • STMicroelectronics N.V.

Most companies are impacted by multiple themes, many of which conflict with one another.

  • Computer Storage
  • Consumer Electronics
  • Analog Devices, Inc.
  • ASML Holding N.V.
  • STMicroelectronics N.V.

Trump' s tariffs have had negative consequences for US business and consumers.

  • Computer Hardware
  • Consumer Electronics
  • Alibaba Group
  • Intel Corporation
  • STMicroelectronics N.V.

IN AI, FOR EXAMPLE, AMAZON AND GOOGLE ARE STRONG IN THE CONSUMER SECTOR BECAUSE THEY HAVE COLLECTED CONSUMER DATA FOR YEARS.

  • Consumer Electronics
  • Data Center
  • ICT
  • Alibaba Group
  • STMicroelectronics N.V.