Investopedia: GSI Technology Needs A Healthier Carrier And Networking Market

Having few competitors is a mixed blessing in technology. In the case of static random access memory (SRAM), GSI Technology (Nasdaq:GSIT) is one of the few companies still involved in the industry, but investors ought to be cautious in committing to a market that companies like Samsung and Sony (NYSE:SNE) chose to exit. While there is still growth potential here, particularly if carrier demand rebounds, there may not be enough growth to really get the Street excited about this name again.

High Performance, but a Small Market  
SRAM offers several technical and performance advantages over DRAM when it comes to applications like routers, switches and base stations, and these chips have found their way into many high-performance applications in networking, telecom, military and medical markets. Unfortunately, as alternatives have improved, the addressable market has shrunk and now arguably stands below $1 billion.

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