Well, Broadcom giving a strong sales forecast for the current quarter. The company's positive outlooks suggests that it is sidestepping a broader decline in ship demand, at least for now. Joining us to discuss this, as Ian King Bloomberg News US semiconductor reporter so Ian this may say more about Broadcom. I was reading through the comments from Hawk Tan and he referred to cloud service providers and enterprises doing really well, But he actually said the demand was pretty good right
across the board. Is it that Hawk ten is considered such a good operator and Broadcom has managed well that it's more of a company's specific story, or is it the market the market's okay. Well, I mean we just had an hour a long call, as you've looked at the transcript, and basically he got asked the same question a number of different ways, which were you know, are you sure? Are you sure that demand is good? You know, how can you be sure and demand is good? And
you know he handled them pretty well. I mean, as you were of O'Brien, this isn't the first time when he's basically pointed out to people. Look, I've taken a lot of steps to make sure that what I am selling isn't going into inventory, is going into end devices. So we have to take him with his word. Perhaps he's just in some better markets than other companies. Perhaps he just hasn't seen it yet. It's but you know, you have to accept the integrity of what he said.
But it's does flow in the face of the industry trend where you know, just perhaps this time last year we saw shortages because of manufacturing snags and supply chains, etcetera. And the most uh, semiconductor manufacturers have got invantory build up. Yeah,
I mean, that's that's making a good point. I think though the distinction we have to make rishes that most of the companies that have been talking and giving frankly, as you say, some disastrous kind of projections and talking about on news chips piling up have been you know, connected in some way with the PC and computer industry, and that really isn't what broke Coom does at all,
more in infrastructure and networking. And let's not forget Apple because they're a big part of the iPhone So it is possible that there, you know, that there is room between what they do and what everybody else. It was to sort of explain different end markets, but you're right, it is striking. So there is this bifurcation though, right as you as we talked about enterprise and and cloud, that seems to be doing well. And if you're in that area, if that's more of your focus, then you
can benefit. But if you're if you're servicing smartphones or PCs, then you really have your work cut out for you. Yeah, apart from the Apple situation, which I mean he refers to them as a little edge North American handset manufacturer,
as if there were other handset manufacturers in North America. UM, and he said, look, you know, the man has been solid there, and he was pointing to, you know, what's going to happen in the current quarter, which has as we've reported, is when Apple is going to announce the next iPhone, and he's saying, oh, you know, units are going to be sort of about the same, which would be good news, right, But that's kind of in line with sum of the previous commentary, which has been the
high end smartphones have been sort of holding up a lot stronger. Qualcom remember pointed to that it's been the kind of cheapest stuff where we've seen demand decline. Ian thanks so much, Ian King, Bloomberg News, u S Semiconductor Reporter, interesting though today the cloud stocks all got hammered, and Apple for one was up up about a half a percent