先科電子股票討論區

Baird analysts view Semtech as a 'hidden AI gem', well positioned to leverage the AI revolution and the upcoming launch of new AI platforms. They also see Semtech as a leader in the LPO space and well equipped with 5G Advanced with its 25G transceiver ICs.

Recent insider selling at Semtech, along with no insider buying, raises caution. Despite insider ownership, the history of sales suggests a lack of alignment with other shareholders. Investors should also be aware of 2 warning signs.