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Q: Greetings 5i, a combination of these 2 companies was announced along with release of preliminary results (Q4 & FY 2025 for Skyworks; Q2 2026 for Qorvo). Referencing your response to my last question on Skyworks Oct 20th, please update your analysis of future growth prospects for the combined entity. Would you add, hold or sell Skyworks (I had not yet gotten around to exiting my position)? The last question on Qorvo was in 2022. Thank you.
Read Answer Asked by Barbara on October 30, 2025
Q: SMTC Can you please comment on their recent quarter and update your thoughts since your last comments.

Which other semi conductor companies do they compete with, and how does it compare against them?
Read Answer Asked by Adam on August 27, 2025
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