Starboard takes a stake in Qorvo. Here are the steps the activist may take to improve margins
1. Starboard Value holds 7.71% of Qorvo, pushing for margin improvements. 2. Qorvo's marginal performance contrasts sharply with semiconductor peers. 3. Starboard's historic success in semiconductor activism suggests potential for Qorvo. 4. Qorvo's heavy reliance on Apple and Samsung poses a risk. 5. The semiconductor market has surged, highlighting Qorvo's underperformance.