Is Sony the most deep value play in Physical AI and is it the next Intel?
Seeing a lot of buzz around Sony and looks like it is the next turnaround story like Intel, Nokia, etc. Its CMOS image sensors holds roughly 50% of the overall market, focusing heavily on integrating ai directly onto these sensors for real-time processing in autonomous machines. They also recently partnered with TSMC for building next gen image sensors.
Their autonomous robots are also getting viral for beating elite table tennis players. Curious to see if anyone else tracking Sony