Broad Markets ExposureBroad Markets enjoys exposure to secular drivers that may partially offset overall cyclical weakness, including the Wi-Fi 7 upgrade cycle in Edge IoT, advanced safety and electrification in Auto, and timing solutions for AI data centers.
Potential New Socket WinsPotential new socket wins at AAPL in the coming year(s) (including possible RF/PA content for the purported AAPL 5G modem) would be a key catalyst for shares.
WiFi 6E And 7 Upgrade CyclesIn Connectivity products, the WiFi 6E and 7 upgrade cycles are still in early innings and clock timing product demand remains strong in data center AI server applications.