Rob May, GP @ Half Court
Silicon Motion, a memory controller chip maker riding AI-driven NAND shortages, faces a 2028 inflection when new fab capacity comes online—marking either a cyclical peak (bear case) or a transition to higher-margin controller-only businesses (bull case). The stock's 30% discount to highs reflects this uncertainty.
Read the full post on Investing in AI ↗
Topics: Semiconductors · AI Infrastructure
Published by Investing in AI · their site ↗
SandHill indexes 800+ venture capital blogs and newsletters and sends the best of them every Sunday. Browse the sources · browse by topic · read the blog.
Suggest a blog or newsletter for the SandHill index. We track the RSS feed and feature the best pieces in the weekly digest.
The latest theses & analyses from 800+ venture investors, curated into one email. Join 5,000+ investors, founders and LPs.