edit:
Ok can't say anything knew in the qcom presentation. They are hitting on all cylinders and making in roads with mot and nok. Everyone is using their chips. They will exceed 20m next q, by a substantial amount. They are hitting every shipment date. They haven't cut prices. Gaining share. Momentum in China. Discussed chip integrations extensively.
They are saying they "are certain" it isn't inventory building, because of what the costumers are selling and the near term sales are. Customers pushing hard for every new upgrade.
Not sure about March though. Usually it is down, so he would expect this, but not sure.
ASP's are holding up better than expected, because high end is growing much faster.
Inventory levels are low at Samsung, for example...now they are saying almost everyone is low on inventory, and they say this because they are getting pushed hard to ship everything they can. "expedite mode" Visibility is as good as anyone could have.
still, we expect calendar q1 would normally be lower, but he can't be sure of that.
Market Data 
Markets 
AI
