Silicon Laboratories Inc

Silicon Laboratories Inc

Silicon Laboratories Inc is a semiconductor manufacturing company that produces integrated integrated circuits and microcontrollers.

Stock Performance Snapshot

Buy

Analyst Rating

Analysts suggest buying Silicon Laboratories' stock as it may have good growth potential.

Above Average

Financial Health

Silicon Laboratories is performing well with decent profits, solid cash flow, and strong revenue.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

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Published: October 11, 2025

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Tech Supply Chain: Could Trade Wars Create Opportunity?

Tech Supply Chain: Could Trade Wars Create Opportunity?

Recent escalations in the U.S.-China trade war, sparked by tariff threats and restrictions on rare earth materials, have sent shockwaves through the tech sector. This creates a potential investment opportunity in companies that are crucial to building a more resilient, non-Chinese technology supply chain.

Published: October 11, 2025

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SoftBank AI Push: Could $5B Boost Hardware Stocks?

SoftBank AI Push: Could $5B Boost Hardware Stocks?

SoftBank is securing a $5 billion loan using its Arm shares to aggressively fund its AI ventures. This significant capital injection is expected to boost the entire AI ecosystem, creating growth opportunities for companies that provide the essential hardware and infrastructure for artificial intelligence.

Published: October 10, 2025

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AMD OpenAI Deal: What's Next for AI Chip Market?

AMD OpenAI Deal: What's Next for AI Chip Market?

AMD and OpenAI have announced a major partnership, with AMD set to supply a massive number of GPUs for OpenAI's AI models. This deal signals a major shift in the AI chip market, creating opportunities for companies that support the expanding AI infrastructure ecosystem.

Published: October 9, 2025

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AI Hardware Gold Rush: What's Next for Investors?

AI Hardware Gold Rush: What's Next for Investors?

Foxconn's impressive 11% revenue growth, fueled by a 55% surge in AI server sales, highlights a massive investment wave in artificial intelligence. This trend creates a significant opportunity for companies that provide the critical components and infrastructure powering the AI boom.

Published: October 6, 2025

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AI Chip Alliance (Nvidia & Intel Partnership)

AI Chip Alliance (Nvidia & Intel Partnership)

Nvidia's $5 billion investment in Intel marks a significant partnership between two leading chipmakers to co-develop next-generation AI and PC chips. This collaboration creates an investment opportunity in the broader semiconductor ecosystem, including suppliers and companies that will utilize the advanced technology.

Published: September 22, 2025

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Nvidia Intel Partnership: Beyond the $5B Deal

Nvidia Intel Partnership: Beyond the $5B Deal

Nvidia announced a $5 billion investment in Intel, marking a significant partnership between the two semiconductor rivals to jointly develop AI-focused chips. This collaboration could create opportunities for other companies in the semiconductor supply chain and AI software development.

Published: September 19, 2025

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US Semiconductor Theme (Tariff Opportunity) Gains Focus

US Semiconductor Theme (Tariff Opportunity) Gains Focus

The Trump administration has announced significant tariffs on semiconductor imports to encourage domestic production. This policy shift creates a potential tailwind for U.S.-based chip manufacturers and companies within the domestic supply chain.

Published: September 5, 2025

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China Semiconductor Stocks Positioned for Opportunity 2025

China Semiconductor Stocks Positioned for Opportunity 2025

The U.S. has revoked TSMC's fast-track export license for its factory in Nanjing, China, creating operational hurdles. This move could shift demand to local Chinese semiconductor manufacturers, creating a potential investment opportunity in China's domestic chip industry.

Published: September 3, 2025

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America's Semiconductor Resurgence

America's Semiconductor Resurgence

Intel has secured $5.7 billion in government funding under the CHIPS Act, a move aimed at bolstering U.S. semiconductor manufacturing. This investment signals a broader push to onshore critical technology production, creating a favorable environment for companies across the domestic semiconductor supply chain.

Published: August 29, 2025

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America's Bet On Domestic Chips

America's Bet On Domestic Chips

The U.S. government has taken a $10 billion, 10% stake in Intel to bolster domestic chip production. This strategic investment highlights a broader push to strengthen the American semiconductor supply chain, creating opportunities for related companies in the sector.

Published: August 25, 2025

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America's Chip Sovereignty

America's Chip Sovereignty

The U.S. government has acquired a 10% stake in Intel, signaling a strategic investment to bolster domestic chip manufacturing. This move creates an opportunity for other American semiconductor firms and suppliers that stand to gain from increased government support for the industry.

Published: August 24, 2025

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Semiconductor Sovereignty: America's Chip Bet

Semiconductor Sovereignty: America's Chip Bet

The U.S. government's acquisition of a stake in Intel signals a new era of public-private partnership to secure the domestic chip supply chain. This move could create opportunities for other semiconductor companies and their suppliers benefiting from national security-focused industrial policy.

Published: August 23, 2025

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AI & Semiconductor Stocks: SoftBank Effect 2025

AI & Semiconductor Stocks: SoftBank Effect 2025

SoftBank's $2 billion investment in Intel provides a major boost to U.S. semiconductor manufacturing and AI development. This theme identifies companies positioned to benefit from the renewed focus and capital flowing into the domestic chip industry.

Published: August 21, 2025

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China AI Chip Market: 18 Stocks Facing 2025 Shifts

China AI Chip Market: 18 Stocks Facing 2025 Shifts

Nvidia is developing a new, compliant AI chip specifically for the Chinese market to navigate U.S. export regulations. This theme identifies other semiconductor companies that could benefit by tailoring their technology for specific geopolitical markets.

Published: August 21, 2025

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U.S. Chipmakers: A Vote Of Confidence

U.S. Chipmakers: A Vote Of Confidence

SoftBank's $2 billion investment in Intel provides a major vote of confidence in the chipmaker's revival and its central role in the U.S. semiconductor industry. This strategic partnership highlights a broader investment opportunity in companies poised to benefit from the push for domestic chip manufacturing and AI innovation.

Published: August 20, 2025

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Nvidia's China Chip Pivot

Nvidia's China Chip Pivot

Nvidia is developing a new, compliant AI chip for China, aiming to recapture market share lost to U.S. export controls. This strategic pivot creates a ripple effect, potentially benefiting the entire semiconductor supply chain that supports the production and deployment of this advanced hardware.

Published: August 20, 2025

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Uncle Sam's Semiconductor Stake

Uncle Sam's Semiconductor Stake

The U.S. government is considering an equity stake in Intel to boost domestic semiconductor manufacturing. This strategic move could create a ripple effect, benefiting other American companies involved in the chip-making industry.

Published: August 17, 2025

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American Chipmakers: A Tariff-Driven Shift

American Chipmakers: A Tariff-Driven Shift

President Trump has threatened to impose tariffs of up to 300% on semiconductors to boost domestic production. This creates a potential investment opportunity in U.S.-based semiconductor companies that stand to gain from a shift toward onshore manufacturing.

Published: August 17, 2025

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The Great American Chip Reshoring

The Great American Chip Reshoring

President Trump's proposal to impose tariffs of up to 300% on imported semiconductors aims to force a shift in global manufacturing. This creates a potential investment opportunity in U.S.-based semiconductor companies and their suppliers, who are positioned to gain from the drive to onshore production.

Published: August 16, 2025

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U.S. Government Backs Domestic Chipmakers

U.S. Government Backs Domestic Chipmakers

The U.S. government is considering taking an equity stake in Intel to support its domestic chip manufacturing, causing the stock to rise. This move highlights a broader push to strengthen the U.S. semiconductor industry, creating potential opportunities for other companies in the domestic supply chain.

Published: August 15, 2025

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Semiconductors Beyond The Sanctions

Semiconductors Beyond The Sanctions

Recent U.S. government restrictions on AI chip exports to China are reshaping the semiconductor landscape for companies like Nvidia and AMD. This creates a potential opening for investment in semiconductor firms that are less exposed to the escalating U.S.-China tech rivalry.

Published: August 13, 2025

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America's Chip Moat: Navigating Export Controls

America's Chip Moat: Navigating Export Controls

The recent arrest of two individuals for illegally exporting high-end Nvidia AI chips to China highlights the U.S. government's crackdown on technology transfers. This intensified enforcement of export controls could benefit U.S.-based semiconductor companies and those involved in securing the domestic supply chain.

Published: August 6, 2025

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AI's Expanding Frontier: The Chip Supply Chain

AI's Expanding Frontier: The Chip Supply Chain

Advanced Micro Devices (AMD) issued a strong revenue forecast, signaling intense demand for its AI chips. This surge creates a significant opportunity for the specialized companies that form the backbone of the semiconductor supply chain.

Published: August 6, 2025

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Market Divergence: Riding The Tech Rally

Market Divergence: Riding The Tech Rally

The stock market is showing a clear divide, with tech indices hitting record highs while industrials falter. This theme focuses on the technology companies and their key suppliers that are benefiting from the market's increasing reliance on AI and digital innovation.

Published: July 25, 2025

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Riding the Tech Rally

Riding the Tech Rally

These carefully selected companies form the backbone of today's AI-driven tech boom. From semiconductors to cloud services, these stocks represent the picks and shovels powering the digital gold rush as mega-cap tech giants expand.

Published: June 30, 2025

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Why You’ll Want to Watch This Stock

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IoT and Edge Growth

Silicon Labs benefits from rising demand for connected devices and edge intelligence, though adoption timing can vary and outcomes are not guaranteed.

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Diverse End Markets

Exposure to industrial, automotive and consumer segments helps revenue mix, but customer concentration and macro cycles can affect performance.

Product and Software Mix

Hardware sales plus growing software and tools revenue can boost margins over time, provided product ramps and monetisation execute as planned.

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6% Interest on Cash

Earn 6% AER on uninvested cash with daily interest payments.

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TSM

Taiwan Semiconductor Manufacturing Co.

Taiwan Semiconductor Manufacturing Co Ltd is a Taiwan-based company mainly engaged in the provision of integrated circuit manufacturing services. The integrated circuit manufacturing services include process technology, special process technology, design ecosystem support, mask technology, 3DFabricTM advanced packaging and silicon stacking technology services. The Company has completed the transfer and mass production of 5nm technology, and is engaged in the research and development of 3nm process technology and 2nm process technology. The product application range covers the entire electronic application industry, including personal computers and peripheral products, information application products, wired and wireless communication system products, servers and data centers.

Frequently asked questions