Skip to main content

Week of July 17th

  • TSMC indicates AI strength is insufficient to offset weakness everywhere else
  • Nokia sees macroeconomic headwinds except in optical transport
  • Calix notches another quarter of growth and says the supply chain has fully healed
  • Ericsson agrees with Nokia’s negative service provider outlook but sees recovery at year’s end

This is the first note for 2Q23. Results for companies tracked in market share reports are available for download in real-time Excel files (Hardware) (Components)

Clients log in to access full report