- Q2 revenue and net income grew by double and triple digits respectively and guidance calls for an acceleration in growth despite some constraints holding back output.
- AOSL has multiple options to keep growing unlike other semiconductor companies, including raising prices and increasing manufacturing output.
- AOSL does acknowledge there may be some slowing down, possibly in the second half of 2021, but it's not certain if or when it will happen.
- The combination of relatively low multiples and fast growth means there's really only one direction for the stock to go, for now at least.
For further details see:
A Few Things To Keep An Eye On At Alpha And Omega Semiconductor