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New Apple-Broadcom deal gets three interpretations from RF supply chain in Taiwan

The signing of a long-term contract between Apple and Broadcom to develop 5G radio frequency (RF) components could easily drive outsiders to associate it with the “coopetition” relationships between the iPhone vendor and Qualcomm, but it is not Qualcomm but Skyworks that could bear the brunt of the event, according to RF chips supply chain sources in Taiwan.