Rajvindra Gill

Vice President of Investor Relations, Skyworks

Search every verified Rajvindra Gill interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Rajvindra Gill, then managing director of semiconductor equity research at Needham, appeared on CNBC in August 2022 to discuss NVIDIA ahead of its earnings. He stated that he was "hoping for a kitchen sink quarter," referring to a period where a company takes all expected charges at once. Gill noted continued risks to NVIDIA's October guidance, citing the transition of Ethereum to proof-of-stake and weak demand in China and Europe. He said that gaming headwinds persisted due to a weak Chinese economy and falling GPU pricing, adding that he did not believe the gaming segment was "out of the woods yet." Gill also said he was closely watching NVIDIA's data center business, which had decelerated, and its gross margins after a $3 billion inventory charge. In a January 2020 appearance on CNBC, Gill argued that any trade resolution, even a suboptimal one, would drive chip stocks higher. He said business in China was "frozen" due to tariff uncertainty and that distribution inventories were at historical lows, suggesting a restocking cycle could follow a trade deal. Gill also cited a return to spending by hyperscalers like Facebook, Google, Microsoft, and Amazon as a positive catalyst for Intel and NVIDIA. He highlighted 5G as a growth driver, stating that RF semiconductor content per phone could increase two to four times, and named Skyworks and Corvo as beneficiaries. Gill also expressed a positive view on Micron, predicting its valuation would expand as the memory market recovered.