Semtech - IOT - Wie geht es weiter?

Nach der Übernahme von Sierra Wireless ist Semtech technologisch bestens gerüstet im IoT Sektor.
Daher wollte ich nun mal einen Thread aufmachen, wo der Wert profitabel und leicht unterbewertet ist

https://www.frost.com/news/press-releases/...rocesses-and-efficiency/  

"The global machine to machine (M2M) services market size is estimated to grow by USD 116.80 billion from 2024-2028, according to Technavio. The market is estimated to grow at a CAGR of almost 37.12% during the forecast period. Rising demand for improved machine to machine data communication is driving market growth,..."

Key market player u.a. Semtech  

"The global machine to machine (M2M) services market size is estimated to grow by USD 116.80 billion from 2024-2028, according to Technavio. The market is estimated to grow at a CAGR of almost 37.12% during the forecast period. Rising demand for improved machine to machine data communication is driving market growth,..."

Key market player u.a. Semtech