Silicon Laboratories: Equity Story Remains Very Attractive

Investment action Review A potential growth catalyst that may drive stronger revenue growth acceleration is AI/ML opportunities. Management noted they are seeing an uptick in customer interest, and SLAB certainly has a shot at winning deals here given the product solutions they have—machine learning accelerators that can run ML inference at the edge. It is tough to quantify this impact and how strong SLAB is against other players in the industry, but seeing that customer interest is high, I look forward to ...