Pixelworks (PXLW) is a unique semiconductor play whose business is inflecting but its stock is at bargain basement levels. The company makes chips that improve display and video quality of projectors, smartphones, and DVR boxes. Please refer to my initial write-up hear for the basics on the company.
So what has changed since my last write-up? On January 13th Pixelworks and OPPO Group (a top 5 smartphone player) signed a multi-year collaboration agreement for Pixelworks to supply chips and software to be used in OPPO phones. This was momentous for Pixelworks as