There's virtually no such thing as a perpetual winner in the
semiconductor space, as companies have to deal with cyclical end-markets
and evolving competition. Silicon Labs (SLAB)
is more proactive than most companies in "self-obsoleting" and
identifying new revenue growth opportunities, but the company's
transition toward the microcontroller-driven Internet of Things business
is still in progress. I'm not sold on the company's ability to carve
out a leading position in ultra low-power microcontrollers, but Silicon
Labs does have a shot of being one of the better growth stories over the
next 18 months, and forward expectations aren't too demanding.
Read more here:
Silicon Labs Still Looking For A Transition To Drive New Growth
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