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The shares have gone sideways on stagnation in the smartphone market, shortage of supplies for their TDDI solutions and some disappointments with their fingerprint solutions. However, smartphones look to resume growth and the company is cutting some dry wood in their fingerprint reader business. Higher-margin IoT business keeps on growing nicely, so we see a […]

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The company is buffeted a bit by shortages and a soft mobile market. We believe these are mostly transitory problems, apart from perhaps the somewhat declined prospects for their in-display ID sensor. Mobile growth will resume, and the transition to IoT and automotive is proceeding nicely. We think the shares are fairly cheap here, and […]

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Synaptics has stalled for a couple of years and its shares sold off. Mobile is a mature market but they can still make money here with new products. We now have concrete signs that their new growth areas are taking off. Source: Synaptics Transitioning From Mobile To IoT – Synaptics Incorporated (NASDAQ:SYNA) | Seeking Alpha

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The company acquired two businesses to facilitate the transition. While success isn’t guaranteed, we think the company has a good shot at it. Valuations are very reasonable and seem to have priced in most immediate risks. The company could have upside in the near future based on integration of touch sensing, display controllers, and fingerprint recognition, […]

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Getting a slot in an upcoming blockbuster like the new iPhones can be a big boost to small suppliers like Cypress and Synaptics. We look at the chances for both companies, and it turns out that there are also some risks involved. But these risks don’t seem to be evenly distributed over these companies. Cypress […]

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