$QRVO Bullish, but high China exposure. Takeover target.

Until yesterday we were very bullish on Qrvo but considering the exposure it has to China our optimism has wavered. Despite that we stick to our guns on this lesser know name, which has a relatively low $8 Billion market cap in comparison to others in the Chip Sector. Qrvo has a great deal of exposure in the 5G rollout which makes it a ideal takeover target for the bigger names which lack such exposure to the future of communications. Given that is has a very diverse range of revenue streams we think that it is less prone to cycle declines than more specialized companies, making it even more appealing.

Company Description
Qorvo , Inc. engages in the provision of core technologies and radio frequency solutions for mobile, infrastructure, and aerospace or defense applications. It operates through the following segments: Mobile Products and Infrastructure & Defense Products. The Mobile Products segment supplies of RF solutions that perform various functions in the increasingly complex cellular radio front end section of smartphones and other cellular devices. The Infrastructure & Defense Products segment supplier of RF solutions that support diverse global applications, including ubiquitous high-speed network connectivity to the cloud, data center communications, rapid internet connectivity throughout the home and workplace, and upgraded military capabilities across the globe. Its products include amplifiers, control products, discrete transistors and integrated circuits, filters and duplexers, frequency converters, integrated modules, optical components, oscillators, passives and switches.
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