Top 10 Semiconductor Companies To Watch For 2014

Advanced Semiconductor Engineering (NYSE: ASX  ) is expected to report Q2 earnings around July 7. Here's what Wall Street wants to see:

The 10-second takeaway
Comparing the upcoming quarter to the prior-year quarter, average analyst estimates predict Advanced Semiconductor Engineering's revenues will grow 10.9% and EPS will grow 28.6%.

The average estimate for revenue is $1.70 billion. On the bottom line, the average EPS estimate is $0.09.

Revenue details
Last quarter, Advanced Semiconductor Engineering notched revenue of $1.61 billion. GAAP reported sales were 11% higher than the prior-year quarter's $1.46 billion.

Source: S&P Capital IQ. Quarterly periods. Dollar amounts in millions. Non-GAAP figures may vary to maintain comparability with estimates.

EPS details
Last quarter, non-GAAP EPS came in at $0.05. GAAP EPS of $0.01 were the same as the prior-year quarter.

Top Cheapest Companies To Invest In Right Now: Universal Display Corp (OLED)

Universal Display Corporation, incorporated on April, 24, 1985, is engaged in the research, development and commercialization of organic light emitting diode (OLED) technologies and materials for use in flat panel display, solid state lighting and other product applications. The Company�� primary business strategy is to develop and license its OLED technologies to product manufacturers for use in these applications. Its primary business is to develop and license its OLED technologies to manufacturers of products for display applications, such as cell phones, portable media devices, tablets, laptop computers and televisions, and specialty and general lighting products; and develop new OLED materials and sell the materials to those product manufacturers. The Company sells its OLED materials to customers for evaluation and use in commercial OLED products. As of December 31, 2012, the Company owns, exclusively license or have the sole right to sublicense more than 3,000 patents issued and pending worldwide. On July 23, 2012, the Company entered into a Patent Sale Agreement (the Agreement) with FUJIFILM. Under the Agreement, FUJIFILM sold more than 1,200 OLED related patents and patent applications.

Phosphorescent Organic Light Emitting Diode Technologies

Phosphorescent OLEDs utilize specialized materials and device structures that allow OLEDs to emit light through a process known as phosphorescence. Traditional fluorescent OLEDs emit light through an inherently less efficient process. Theory and experiment show that phosphorescent OLEDs exhibit device efficiencies up to four times higher than those exhibited by fluorescent OLEDs. Phosphorescence substantially reduces the power requirements of an OLED and is potentially useful in displays for hand-held devices, such as Smartphone��, where battery power is often a limiting factor. Phosphorescence is also important for area displays such as televisions, where higher device efficiency and lower heat generation may enable longer ! product lifetimes and increased energy efficiency.

Additional Proprietary Organic Light Emitting Diode Technologies

Additional OLED Technologies include FOLED Flexible OLEDs, Thin-Film Encapsulation, UniversalP2OLED Printable Phosphorescent OLEDs, OVJP Organic Vapor Jet Printing, OVPD Organic Vapor Phase Deposition and TOLED Transparent OLEDs. The Company is working on a number of technologies required for the fabrication of OLEDs on flexible substrates. As of December 31, 2012, it was conducting research and development on FOLED technologies internally, under several of its United States government programs and in connection with the government-sponsored Flexible Display Center at Arizona State University (ASU). The Company announced its, patented encapsulation technology for the packaging of flexible OLEDs and other thin-film devices, as well as for use as a barrier film for plastic substrates. Its approach for manufacturing a small molecule OLED, including a PHOLED, is based on a vacuum thermal evaporation (VTE) process.

The Company has partnered with Aixtron AG, which is a manufacturer of metal-organic chemical vapor deposition equipment, to develop and qualify equipment for the fabrication of OLED displays utilizing the OVPD process. It has developed a technology for the fabrication of OLEDs that have transparent cathodes. TOLEDs use a transparent cathode and either a transparent, reflective or opaque metal anode.

Organic Light Emitting Diode Materials Supply Business

The Company supplies its proprietary UniversalPHOLED materials to display manufacturers and others. The Company qualifies its materials in OLED devices before shipment in order to ensure that they meet required specifications. During 2012, the Company continued supplying its proprietary UniversalPHOLED materials to SDC for use in its commercial AMOLED display products and for its development efforts. During 2012, the Company also supplied its UniversalPHOLED materials to! LG Displ! ay for use in its commercial AMOLED display products, to Tohoku Pioneer for use in its commercial PMOLED display products, and Konica Minolta for its manufacture of commercial OLED lighting products. During 2012, the Company also supplied its proprietary OLED materials to these and various other product manufacturers for evaluation and for purposes of development, manufacturing qualification and product testing.

The Company competes with Eastman Kodak Company (Kodak), Cambridge Display Technology, Ltd. (CDT), Sumitomo Chemical Company (Sumitomo), Idemitsu Kosan Co., Ltd. (Idemitsu Kosan), Merck KGaA and BASF Corporation.

Advisors' Opinion:

• [By Dan Caplinger]

  Finally, organic LED specialist Universal Display (NASDAQ: OLED  ) has risen 6.7% after getting an upgrade from analyst firm Needham. The stock remains well off its lows, as the company has waited for display makers to adopt its OLED technology in larger applications, especially big-screen TVs. With plans to ramp up production in the next year, though, Universal Display remains a valid long-term play on the future of OLED use in mainstream tech products.

• [By Dan Caplinger]

  Stocks finished the week on the plus side, as the Dow hit a new high, and the broader market held its own against more bearish investors who are arguing more forcefully that the long bull market has to come to an end at some point. Several stocks helped to build some excitement for market participants, and Clean Energy Fuels (NASDAQ: CLNE  ) , Universal Display (NASDAQ: OLED  ) , and Nuverra Environmental Solutions (NYSE: NES  ) were among the best-performing stocks in the market Friday.

• [By John Udovich]

  Universal Display Corporation.�A world leader in the development of innovative organic light-emitting diode (OLED) technology for use in flat panel displays, lighting and organic electronics, Universal Display Corporation also has one of the largest patent portfolios in the OLED field with licensing rights to over 1,000 issued and pending patents worldwide in a broad array of OLED technologies, materials and processes. At the beginning of the month, Universal Display Corporation�� shares dropped as much as 10% to close down 6% after being downgraded to sell from hold�by Jonathan Dorsheimer at�Canaccord Genuity because he says that his most bullish case for what the company would make off of television set, smartphone and tablet use of OLED materials doesn�� support the company�� valuation. In addition, Canaccord Genuity�� meetings in Europe and Asia�indicated increased competition and a pushed out TV opportunity plus they�learned that both LG and Samsung have development programs to manufacture their own phosphorescent materials when Universal Displays patents begin to expire in 2017. Otherwise, Universal Display Corporation is scheduled to report earnings on Thursday, November 7, after the market closes. On Tuesday, small cap Universal Display Corporation rose 0.03% to $31.08 (OLED has a 52 week trading range of $21.55 to $38.10 a share) for market cap of $1.44 billion plus the stock is up 26.3% since the start of the year, down 3.7% over the past year and up 192.9% over the past five years.

• [By Esekla]

  Universal Display (OLED) is another company that is changing its ticker symbol (on 6/24, from PANL). My research indicates that this stock is trading well below fair value, which should limit risk, though the volatility figures and revenue predominantly from Samsung (SSNLF.PK) argue otherwise. The reason for the price slump is probably a scale back of sales estimates for the Galaxy S IV, but since Samsung will sell all the OLED displays it can produce, regardless of the devices they go into, this reaction seems unwarranted.

Top 10 Semiconductor Companies To Watch For 2014: Dialog Semiconductor PLC (DLG)

Dialog Semiconductor Plc creates integrated, mixed signal integrated circuits (ICs), optimized for personal portable, short-range wireless, lighting, display and automotive applications. The Company operates in three business segments: Mobile Systems, Automotive and Industrial, and Connectivity. The Mobile Systems segment includes its power management and audio chips especially designed to meet the needs of the wireless systems markets and a range of advanced driver technologies for low power display applications - from Passive Matrix Organic Light Emitting Diodes (PMOLEDs), to electronic paper and Micro Electro-Mechanical Systems (MEMS) displays. The Automotive and Industrial segment consists of products, which address the safety, management and control of electronic systems in cars and for industrial applications. The Connectivity segment includes activities, such as short-range wireless, digital cordless and voice over Internet protocol (VoIP) technology. Advisors' Opinion:

• [By Jonathan Morgan]

  Direct Line (DLG) dropped 2.5 percent to 212.6 pence. RBS sold 300 million shares at 210 pence apiece in its third sale of a stake in the insurance company, according to a statement. The bank, which is majority owned by the U.K. government, reduced its holding in Direct Line by 20 percent to 28.5 percent. RBS slipped 1.3 percent to 364.1 pence.

• [By Jonathan Morgan]

  Dialog Semiconductor Plc (DLG) surged 6.5 percent to 12.55 euros, its highest price in two months, after Apple Inc. (AAPL), the company�� biggest customer, reported fiscal third-quarter revenue and iPhone sales that beat analysts��estimates.

Top 10 Semiconductor Companies To Watch For 2014: M/A-COM Technology Solutions Holdings Inc (MTSI)

M/A-COM Technology Solutions Holdings, Inc. (M/A-COM), incorporated on March 25, 2009, is a provider of high-performance analog semiconductor solutions for uses in wireless and wireline applications across the radio frequency (RF), microwave and millimeter wave spectrum. The Company manages has one segment, which is semiconductors. The Company offers over 2,700 standard and custom devices, which includes integrated circuits (IC), multi-chip modules, power pallets and transistors, diodes, switches and switch limiters, passive and active components and complete subsystems, across 37 product lines serving over 6,000 end customers in four primary markets. The Company's semiconductor products are electronic components that the Company's customers incorporate into their larger electronic systems, such as point-to-point wireless backhaul radios, radar, automobile navigation systems, digital cable television (CATV) set-top boxes, magnetic resonance imaging systems and unmanned aerial vehicles. In February 2014, M/A-COM Technology Solutions Holdings Inc announced that its subsidiary Mindspeed Technologies Inc completed the sale of assets of its wireless infrastructure business unit to Intel Corporation.

The Company's primary markets are Networks, which includes CATV, cellular backhaul, cellular infrastructure and fiber optic applications; Aerospace and Defense (A&D); Automotive, which includes global positioning system (GPS) modules sold to the automotive industry; and Multi-market, which includes industrial, medical, mobile communications and scientific applications. The Company operates a single Gallium Arsenide (GaAs) and silicon semiconductor fab at its Lowell, Massachusetts headquarters, which the Company is in the process of updating to include Gallium Nitride (GaN) fabrication operations as well. The Company also utilizes external semiconductor foundries to supply the Company with additional capacity in periods of high demand and to provide the Company access to additional process technolog! ies. The ability to utilize a broad array of internal process technologies as well as commercially available foundry technologies allows the Company to select the appropriate technology to solve the Company's customers' needs.

The Company offers high-performance analog semiconductor products for both wireless and wireline applications across the frequency spectrum from RF to millimeterwave. The Company regularly develops high-value products to serve its customers in four primary markets: Networks, A&D, Multi-market and Automotives.

Aerospace & Defense

In the A&D market, military applications require more advanced electronic systems, such as radar warning receivers, communications data links and tactical radios, unmanned aerial vehicles (UAVs), RF jammers, electronic countermeasures and smart munitions. Military applications are becoming more sophisticated, favoring higher performance semiconductor ICs based on GaAs and GaN technology due to their high power density, improved power efficiency and broadband capability. Radar systems for mapping and targeting missions are undergoing a transition from existing mechanically-scanned radar products to a new generation of active electronically-scanned array (AESA) based products. Consisting of hundreds or thousands of transmit/receive modules commonly based on GaAs and increasingly on GaN technology, AESAs deliver greater speed, range, resolution and reliability over mechanically-scanned radar products that utilize a single transmitter and receiver with mechanical steering. Military communications employing wireless infrastructure and tactical radios in the field remain critical for allowing geographically dispersed users to exchange information quickly and efficiently. UAVs and their underlying semiconductor content requires designs to meet rigorous specifications for high performance, small size, and low power consumption.

Automotive

The Automotive category includes GPS modules the Company sel! ls to the! automotive industry. Semiconductor content in automobiles is projected to grow in order to offer connectivity, safety, performance and navigation features.

Multi-market

In Multi-market, the Company's products are used in industrial, medical, mobile communications, test and measurement and scientific applications. In the medical industry, the Company's custom designed non-magnetic diode product line is a critical component for certain MRI applications. The Company offers a broad range of standard and custom ICs, modules and complete subsystems across 37 product lines. The Company's product portfolio consists of more than 2,700 products including the key product platforms: power pallets and transistors, ICs, diodes, switches and switch limiters, passive and active components, multi-chip modules, and complete subsystems. Many of the Company's product platforms are leveraged across multiple markets and applications. For example, the Company's applications with regard to power transistor technology is leveraged across both scientific laboratory equipment applications and commercial and defense radar system applications. The Company's diode technology is used in switch filter banks of military tactical radios as well as medical imaging MRI systems.

The Company competes with Hittite Microwave Corporation, Sumitomo Electric Device Innovations, Inc., RF Micro Devices, Inc. (RFMD), Avago, Inc. (Avago), Aeroflex, Inc. (Aeroflex), Microsemi Corporation (Microsemi), TriQuint and Skyworks Solutions, Inc.

Advisors' Opinion:

• [By Lauren Pollock]

  M/A-COM Technology Solutions Holdings Inc.(MTSI) agreed to acquire semiconductor manufacturer Mindspeed Technologies Inc.(MSPD) in a deal valued at $272 million, expanding the company’s markets to include enterprise applications. Mindspeed shares surged 70% to $5.04 premarket.

Top 10 Semiconductor Companies To Watch For 2014: Intel Corporation(INTC)

Intel Corporation engages in the design, manufacture, and sale of integrated circuits for computing and communications industries worldwide. It offers microprocessor products used in notebooks, netbooks, desktops, servers, workstations, storage products, embedded applications, communications products, consumer electronics devices, and handhelds. The company also provides system on chip products that integrate its core processing functionalities with other system components, such as graphics, audio, and video, onto a single chip. In addition, it offers chipset products that send data between the microprocessor and input, display, and storage devices, including keyboard, mouse, monitor, hard drive, and CD, DVD, or Blu-ray drives; motherboards designed for desktop, server, and workstation platforms, and that has connectors for attaching devices to the bus; and wired and wireless connectivity products consisting of network adapters and embedded wireless cards used to translate and transmit data across networks. Further, the company provides NAND flash memory products primarily used in portable memory storage devices, digital camera memory cards, and solid-state drives; software products comprising operating systems, middleware, and tools used to develop, run, and manage various enterprise, consumer, embedded, and handheld devices; and software development tools that enable the creation of applications. Additionally, it develops computing platforms, which are integrated hardware and software computing technologies designed to offer an optimized solution. The company sells its products principally to original equipment manufacturers, original design manufacturers, PC components and other products users, and other manufacturers of industrial and communications equipment. It has a strategic alliance with Scientific Conservation Inc. Intel Corporation was founded in 1968 and is based in Santa Clara, California.

Advisors' Opinion:

• [By Dan Caplinger]

  Intel (NASDAQ: INTC  ) also lagged behind despite a good day for technology stocks overall. The chip maker fell 1% despite its recent efforts to bolster its presence in the tablet and smartphone space. As Fool contributor Steve Heller told analyst Rex Moore yesterday, what bullish investors aren't fully realizing about Intel is that because mobile margins are narrower than PC margins have historically been, it's not good enough for Intel to match its PC sales in the mobile arena. Rather, it has to sell many more chips in order to keep up, and that's a tall order in a highly competitive market.

• [By John Divine]

  Intel (NASDAQ: INTC  ) shares dropped 1.8% Wednesday, as recent bold moves from some of its closest competitors threaten the company's dominance. Advanced Micro Devices (NYSE: AMD  ) , which will use parts from ARM Holdings, laid out its plans for the server microprocessor market yesterday, and analysts are taking notice, touting the efforts. If successful, the project could take market share from Intel, which currently dominates the area.�

• [By Dan Caplinger]

  Tech companies Intel (NASDAQ: INTC  ) and Hewlett-Packard (NYSE: HPQ  ) both ended in the green. For Intel, CEO Brian Krzanich met with reporters to discuss the company's strategic vision, with guidance both on mobile and Internet-based television initiatives. By emphasizing the importance of its Atom processor for smartphones and tablets, Intel is trying to make its mark after finally getting a high-profile place for another of its chips in Samsung's Galaxy Tab line of tablets. How Krzanich does in his opening months leading Intel could define the direction the stock moves for the foreseeable future.

• [By John Maxfield]

  Shares of certain tech companies are taking it on the chin in afterhours trading. At the time of writing, Intel (NASDAQ: INTC  ) and Microsoft (NASDAQ: MSFT  ) were down 2% and Hewlett-Packard (NYSE: HPQ  ) �was off by nearly 3%. According to The Wall Street Journal, "The grim estimate of 76.3 million units shipped is the latest sign that consumers are shifting their dollars to smartphones and tablets rather than PCs, while responses such as convertible laptops and Microsoft's touch-oriented Windows 8 operating system haven't stemmed the cannibalization."

Top 10 Semiconductor Companies To Watch For 2014: Micron Technology Inc.(MU)

Micron Technology, Inc., together with its subsidiaries, engages in the manufacture and marketing of semiconductor devices worldwide. Its products include dynamic random access memory (DRAM) products that provide data storage and retrieval, which include DDR2 and DDR3; and other specialty DRAM memory products, including DDR, SDRAM, DDR and DDR2 mobile low power DRAM, pseudo-static RAM, and reduced latency DRAM. The company also offers NAND flash memory products, which are electrically re-writeable and non-volatile semiconductor devices that retain content when power is turned off. In addition, it provides NOR flash memory products that are electrically re-writeable and non-volatile semiconductor memory devices; phase change memory products; and image sensor products. Micron Technology?s products are used in a range of electronic applications, including personal computers, workstations, network servers, mobile phones, flash memory cards, USB storage devices, digital still c ameras, MP3/4 players, and in automotive applications. It sells its products to original equipment manufacturers and retailers through internal sales force, independent sales representatives, and distributors, as well as through a Web-based customer direct sales channel. The company was founded in 1978 and is headquartered in Boise, Idaho.

Advisors' Opinion:

• [By Lisa Levin]

  The industry dropped 3.24% by 11:00 am. The worst performer in this industry was Micron Technology (NASDAQ: MU), which declined 1.9%. Micron shares have jumped 125.13% over the past 52 weeks, while the S&P 500 index has gained 13.56% in the same period.

• [By Rich Smith]

  Micron will get smaller�
  Shares of NAND flash and DRAM memory maker�Micron (NASDAQ: MU  ) are moving lower today, hurt in part by a downgrade from analysts at MKM Partners -- but not hurt too much.

Top 10 Semiconductor Companies To Watch For 2014: Advanced Photonix Inc (API)

Advanced Photonix, Inc. (API), incorporated in June 22, 1988, is engaged in the development and manufacture of optoelectronic devices and value-added sub-systems and systems. The Company serves a variety of global original equipment manufacturers (OEMs) in a variety of industries. API supports its customers from the initial concept and design phase of the product, through testing to full-scale production. API has two manufacturing facilities located in Camarillo, California and Ann Arbor, Michigan. API is a supplier of optoelectronic semiconductors packaged into high-speed optical receivers, custom optoelectronic subsystems and Terahertz instrumentation, serving a variety of global OEM markets. API supports the customer from the initial concept and design of the semiconductor, hybridization of support electronics, packaging and signal conditioning or processing from prototype through full-scale production and validation testing. The target markets served by it are industrial sensing/NDT, military/aerospace, telecom, medical and homeland security. On March 1, 2013, it acquired certain assets of Silonex, Inc.

The Company�� high-speed optical receivers include avalanche photodiode (APD) technology and positive-intrinsic-negative (PIN) photodiode technology based upon III-V materials, including InP, InAlAs, and GaAs. Its optoelectronic subsystems are based on its silicon large area avalanche photodiode (LAAPD), PIN photodiode, FILTRODE detectors and light emitting diode (LED) assemblies. API�� Terahertz sensor product line is targeted at the industrial homeland security and military markets. Using its fiber coupled technology and high speed Terahertz generation and detection sensors, the Company is engaged in transferring Terahertz technology from the laboratory to the factory floor for use in non-destructive testing and real time quality control.

The Company competes with First Sensor, Illinois Tool Works, JDS Uniphase, Neophotonix, U2T and Nippon Electric.

Advisors' Opinion:

• [By Patricio Kehoe]

  In 2010, the company acquired privately held Nimsoft, a provider of IT performance monitoring solutions for $350 million in cash. In Sep 2010, CA signed a definitive agreement to acquire Hyperformix Inc. Recently; it acquired Layer 7 Technologies, a leading provider of Application Programming Interface (API) security and management. Furthermore, the acquisition of Arcot Systems Inc., a privately held company that provides authentication and fraud prevention software, in a move to boost its security offerings. These acquisitions have helped the firm to strengthen its cloud computing infrastructure and would also help to generate better profitability from the existing technology assets.

• [By Monica Gerson]

  Advanced Photonix (NYSE: API) is expected to post a Q4 loss at $0.01 per share on revenue of $7.04 million.

  Sport Chalet (NASDAQ: SPCHB) is projected to post its quarterly earnings.

Top 10 Semiconductor Companies To Watch For 2014: Ambarella Inc (AMBA)

Ambarella, Inc., incorporated on January 15, 2004, is a developer of semiconductor processing solutions for video that enable high-definition (HD), video capture, sharing and display. The Company combine its processor design capabilities with its video and image processing, algorithms and software to provide a technology platform. It sells solutions into the camera and infrastructure markets, with approximately 27 million system-on-a-chips (SoCs) shipped since our inception. In the camera market, its solutions enable the creation of video content for wearable sports cameras, automotive aftermarket cameras, Internet Protocol (IP), security cameras, digital still cameras (DSCs), telepresence cameras, camcorders and pocket video cameras. In the infrastructure market, its solutions manage IP video traffic, broadcast encoding and IP video delivery applications. In 2012, the Company released its Wireless Camera Developers Kit. In 2012, it also launched S2 SoC, which enables Ultra High-Definition IP security cameras.

The Company sells its solutions to original design manufacturers (ODMs), and original equipment manufacturers (OEMs), globally. In the camera market, its video processing solutions are designed into products from OEMs, including Robert Bosch GmbH and affiliated entities, Samsung Electronics Co., Ltd. and Woodman Labs, Inc., doing business as (d/b/a) GoPro, or GoPro, who source its solutions from ODMs, including Ability Enterprise Co., Ltd., Asia Optical Co. Inc., Chicony Electronics Co., Ltd., DXG Technology Corp., Hon Hai Precision Industry Co., Ltd. and Sky Light Digital Ltd. In the infrastructure market, its solutions are designed into products from OEMs, including Harmonic Inc., Motorola Mobility, Inc. (owned by Google, Inc.) and Telefonaktiebolaget LM Ericsson, who source its solutions from ODMs, such as Plexus Corp.

AmbaClear

The Company�� image signal processing architecture, known as AmbaClear, incorporates advanced algorithms to convert raw senso! r data to high-resolution still and high-definition video images concurrently. Image processing algorithms include sensor, lens and color correction, demosaicing, which is a process used to reconstruct a full color image from incomplete color samples, noise filtering, detail enhancement and image format conversion.

AmbaCast

The Company�� HD video processing architecture, known as AmbaCast, incorporates advanced algorithms for motion estimation, motion-compensated temporal filtering, mode decision and rate control. It supports all three compression profilesbaseline, main and highas specified in the H.264 standard. Its solutions for the broadcast infrastructure market allow OEMs to offer both the H.264 and MPEG-2 encoding formats.

Design Methodology

The Company test and verify its algorithms on its architectural model prior to implementing algorithms in hardware. Its advanced verification methodology validates its approach through simultaneous modeling of architecture, algorithms and the hardware itself.

SoC Solution

The Company�� SoC designs integrate HD video processing, image processing, applications processing and system functions onto a single chip, delivering video and image quality with features, including advanced wireless connectivity. In addition, its SoCs integrate mixed signal (analog/digital) functionality and high speed interfaces required for interfacing to advanced high-speed CMOS sensors and industry standard interfaces, such as USB 2.0 and HDMI 1.4. Its A7L SoC, which it introduced in September 2011, is fabricated in edge 32 nanometer (nm) process technology and integrates AmbaClear and AmbaCast technology.

Software Development Kit for Connectivity

The Company�� video streaming technology enables the camera�� image to be previewed on a smartphone. To enable this functionality, end customers deploy its Wireless Camera Developer�� Kit, or the Kit, which enables the design of ca! meras tha! t combine still photography and Full HD video with wireless video streaming to smartphones. The Kit is available for its A7L SoC product family, providing full 1080p60 HD video with photography and low power consumption.

The Company competes with CSR Plc, Fujitsu Limited, HiSilicon Technologies Co., Ltd., Texas Instruments Incorporated, Canon Inc., Panasonic Corporation, Sony Corporation, Novatek Microelectronics Corp., Sunplus Technology Co. Ltd., Intel Corporation, Magnum Semiconductor, Inc., Texas Instruments Incorporated, Broadcom Corporation, NVIDIA Corporation, Qualcomm Incorporated and Samsung.

Advisors' Opinion:

• [By MONEYMORNING]

  Of course I'm talking about wearable tech. And Ambarella Inc. (Nasdaq: AMBA).

  Thanks to its extreme-sports "helmet cams," Ambarella is a leader in the wearable-technology category. And the company's stock has more than doubled since we first talked about it back in August.