Added to YB: 2026-08-25
Pitch date: 2026-08-20
INDI [bullish]
indie Semiconductor, Inc.
-4.39%
current return
Author Info
No bio for this author
Company Info
indie Semiconductor, Inc. provides automotive semiconductors and software solutions for advanced driver assistance systems, autonomous vehicles, connected car, user experience, and electrification applications.
Market Cap
$904.4M
Pitch Price
$4.10
Price Target
N/A
Dividend
N/A
EV/EBITDA
-12.66
P/E
-5.68
EV/Sales
5.30
Sector
Semiconductors and Semiconductor Equipment
Category
value
indie Semiconductor Deep Dive
INDI: $900M auto sensing chipmaker mispriced as 5 hidden businesses (auto vision/radar, EU industrial radar, defense/medical photonics, quantum) reported as 1 segment. Core margin ~57% vs 45% blended; China unit (42% rev, 10% opex) divestiture cuts breakeven from $84M to $56M. Humanoid robot customers arrived free—car chips '100% compatible.' iND880 chip wins as memory shortage breaks supply. Fastest-growing product illegal in US pending dormant rule unlock. Mgmt stopped disclosing gross margin in Feb.
Read full article (7 min)