Semiconductors U.K. Community
Our community narratives are driven by numbers and valuation.
Semiconductors U.K. Investing Ideas
Why EnSilica is Worth Possibly 13x its Current Price
A recent buyout in the satellite chip space makes EnSilica look overlooked, even though it already has customer contracts lined up and is working on chips for next‑generation satellite networks. The big question is whether a major tech or aerospace player moves to snap up its chip designs before the market catches on — and what could derail that story.Read more
Furnace Expansion And OEM Supply Risks Will Shape CZT Detector Prospects Positively
Catalysts About Kromek Group Kromek Group supplies cadmium zinc telluride, or CZT, detectors and related technology for medical imaging and CBRN and bio-detection applications. What are the underlying business or industry changes driving this perspective?Read more
CZT Detector Adoption And Biosecurity Platform Will Drive A Stronger Long Term Outlook
Catalysts About Kromek Group Kromek Group supplies cadmium zinc telluride, or CZT, detectors and related technologies for medical imaging, CBRN detection and biosecurity applications. What are the underlying business or industry changes driving this perspective?Read more
Long-Term Space Connectivity And EV Chip Demand Will Support A Fairly Valued Outlook
Catalysts About EnSilica EnSilica is a fabless mixed signal ASIC designer and chip supplier serving space communications, automotive and industrial customers. What are the underlying business or industry changes driving this perspective?Read more
Photon Counting Adoption And Biosecurity Demand Will Drive Long-Term Upside Potential
Catalysts About Kromek Group Kromek Group develops and supplies advanced radiation and biological detection technologies for medical imaging and security applications. What are the underlying business or industry changes driving this perspective?Read more
