QCT President Mike Yang on AI Demand, Supply Chains, China

The video discusses the rapid growth of AI, exceeding expectations and its potential to maintain momentum. It covers QCT's revenue from AI, challenges in GPU supply due to constraints, and the expected resolution by NVIDIA. The discussion extends to supply chain issues, including power supply and thermal modules, and the impact of US-China tensions on QCT's strategies. Despite geopolitical challenges, China remains a significant market, and QCT is expanding operations to mitigate risks.

What is the general sentiment about the future of AI growth according to the speaker?

• AI growth is just a temporary trend.

• AI growth will continue to strengthen over the years.

• AI growth has already peaked.

• AI growth is unpredictable and unstable.

What percentage of QCT's revenue is expected to come from GPUs in the second half of the year?

• Around 50%

• Around 65%

• Around 85%

• Around 75%

What is one of the main reasons for the GPU supply shortage mentioned in the transcript?

• Overproduction of GPUs

• Excessive GPU imports

• Capacity constraints at TSMC

• Lack of demand for GPUs

How does the speaker view the possibility of shifting supply chains away from China?

• Supply chains have already moved away from China.

• There are no alternatives to China.

• China will remain a significant market despite shifts.

• It is impossible to shift away from China.

What strategy does QCT employ to manage geopolitical tensions affecting supply chains?

• They focus solely on the US market.

• They rely entirely on Chinese suppliers.

• They ignore geopolitical tensions.

• They expand operations in multiple regions.