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.

In what ways do you think geopolitics will impact QCT's supply chain management?

Do you believe it is possible for supply chains to shift largely away from China? Why or why not?