Cirrus Logic Inc

NXP Semiconductors N.V.

Qualcomm Inc

Qorvo, Inc.

Skyworks Solutions Inc

GlobalFoundries is happily stuffing customers with inventory.

Called it a month ago, Qorvo isn't going to be the only one.

$QRVO $SWKS $QCOM $CRUS $NXPI
![](https://cdn.commonstock.com/8abd601e5519840835aa23a9004643622f5428f8a4cf149fc9c55edfc98483a8-1440x2303.jpg)

![](https://cdn.commonstock.com/52cfcb1c874f3e66121b4f75578cf8165a4ff13fb72e2affb7742c825ae1fa42-1284x1799.png)

![](https://cdn.commonstock.com/4df894e8bc470afa4dae153e46b4b5f060159963dbc5c6e457452d2fd85a0577-1284x1202.png)

Qorvo says that their customer demand doesn't fufill the minimum purchase agreements that their foundry agreements contain.

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