Smartphone supply chain Loading... : Investor Sentiment and Bull/Bear Views

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18:51
Jan 22
CJ Muse Senior Managing Director for Semiconductor Equity Research … CNBC
Memory shortage hurts smartphone supply chain
Memory shortages are expected to cut smartphone unit volumes by at least 5% this year. CJ says the handset pain is less well known, and Cantor has a less constructive view on smartphone names, expecting real weakness in unit volumes.
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About Smartphone supply chain Investor Commentary

Across the available history and selected sources, Buzzberg tracks Smartphone supply chain across 1 sources: 0 bullish vs 0 bearish calls from 1 authors. Historical directional balance: 0% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 1 total trade idea tracked. Latest voices: CJ Muse.