“I mean, just the exposures. I think ARM, because of the…” — Bloomberg Surveillance at 17:51
“I mean, just the exposures. I think ARM, because of the data center exposure, continues to do better, even though ARM does have smartphone exposure. But because their data center exposure has been much higher in the past few quarters, they seem to be beating numbers. Whereas in the case of Qualcomm, I mean, they are…”
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