Tech investors love growth, and with many semiconductor stocks grinding through a rut, Inphi’s (IPHI) strong double-digit growth is definitely bringing the stock plenty of the right kind of attention. Customers like Amazon (AMZN), Google (GOOGL), and Microsoft (MSFT) continue to invest heavily into high-end data center capacity, driving strong demand for Inphi’s high-performance optical components, and the Cisco (CSCO) – Acacia (ACIA) deal could shift more DSP business toward Inphi as Acacia customers reconsider their supply chains.
I love Inphi’s business,