Edward Snyder's questions to Skyworks Solutions Inc (SWKS) leadership • Q3 2025
Question
In a follow-up, Edward Snyder of Charter Equity Research asked if the current year marks a low point for content at Skyworks' largest customer, questioned the timeline for realizing benefits from the Woburn fab closure, and asked for details on the fab's technology.
Answer
CEO Philip Brace suggested that after recent unfavorable outcomes, the company is now focused on an 'upward sloping line' for content. He clarified that benefits from the Woburn closure will take more than a couple of quarters to materialize due to long product transition times. He also confirmed the facility is entirely Gallium Arsenide (GaAs) based, serving both mobile and broad markets.