A Slower, More Stretched-Out Recovery Has Weighed On Silicon Labs
SLABSilicon Laboratories(SLAB) Seeking Alpha·2024-11-06 03:15

With the exception of companies highly leveraged to large tech companies throwing money hand over fist at AI, a great many semiconductor companies have languished as end-market demand and customer destocking have slowed in recent quarters. Again, apart from AI, not manyAnalyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opin ...