Sneha Shah
Long/short equity, research analyst, tech, solar

Triquint Semiconductor - LTE Adoption Will Boost The Secular Growth

Triquint Semiconductor (TQNT) is a small semiconductor provider of advanced Radio Frequency (RF) equipment to the mobile, defense and aeronautical market. The company is one of the biggest producers for RF filters, power amplifiers and switches to the mobile devices market. The company has recently seen its margins and profits increase after it ran into losses in 2012. The company is all set to benefit from the increasingly sophisticated communication requirements of mobile devices based on the LTE standard. The company expects that the $3-4 of content supplied for a 3G smartphone will increase to $10-11 for an LTE handset. The company has forecasted a strong quarter with high margins and has been building inventory to meet the sharp increase...

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