Qorvo

Qorvo lives in the parts of electronics most people never see: radio-frequency chips, filters, and power parts for phones, wireless gear, and other connected devices. By our assessment, it is strong where small components have to handle demanding signals and crowded spectrum. The downside is that this is a cyclical, hardware-heavy business, so its fortunes rise and fall with device makers. In practice, it is a name for engineers and supply chains, not for end users. It sits in the semiconductor world beside other component suppliers rather than consumer-tech brands, and the work is about fitting into someone else’s product. Qorvo is a US company, which fits that hardware-supply profile.