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Alpha & Omega Semiconductor: Computing Revenue Increases, Eyeing AI PC and Mobile Tie-ins
I/O FundMAY 23, 20245 Min Read
We believe AI PCs may emerge as one of the stronger growth trends in consumer AI devices over the next few years, with AI PC shipments projected to surge at a 44% CAGR through 2028 to take over 70% share of PC shipments. AOSL’s tie-ins to Intel’s Meteor Lake CPU and possible launch on its upcoming Panther Lake platform, as well as its position in development stages for AMD’s FP11 platform, may position it for strong growth in this space. We will use technicals to their fullest as this is a momentum play for Advanced members only.
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