Sivers Semiconductors: Momentum Has Just Started - Redeye
Redeye states that the semi-weak Q2 report was likely only a bump in the road, which is confirmed by the company reiterating its 2023 financial guidance. Sivers now states that it's more a question of 'when' rather than 'if' the first F100 customer will enter high-volume production with Sivers. With increased trust in this customer, combined with increased potential in Ayar Labs, Redeye raises its estimates and Base Case.
Länk till analysen i sin helhet: https://www.redeye.se/research/932706/sivers-semiconductors-momentum-has-just-started?utm_source=finwire&utm_medium=RSS