• After a few lean years where sales of its video processing chips faced headwinds from the action camera and drone markets, the company’s fortunes are reviving.
• It has successfully breached the gap towards computervision chips, and demand for these from security cameras (both professional and home use) and automotive is set to increase significantly.
• The shares have already absorbed a significant part of this process and aren’t cheap though.

Source: Ambarella Is Finally Delivering On Its Promise – Ambarella, Inc. (NASDAQ:AMBA) | Seeking Alpha