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As investors continue rotating capital into artificial intelligence stocks, autonomous vehicle technology, drone systems, and next-generation semiconductor infrastructure, large-cap names such as NVIDIA Corporation (NASDAQ: NVDA), Advanced Micro Devices (NASDAQ: AMD), and Tesla, Inc. (NASDAQ: TSLA) have captured the majority of attention.
However, beneath the mega-cap headlines, smaller specialized semiconductor companies are emerging as potential undervalued leverage plays tied to the same structural trends. One such name is Peraso Inc. (NASDAQ: PRSO).
A Small-Cap Semiconductor Aligned With Multi-Billion-Dollar Themes
Peraso focuses on 60GHz millimeter-wave (mmWave) semiconductor technology, a high-frequency wireless solution designed for:
- Secure communications
- Low-latency data transfer
- High-throughput connectivity
- Directional beamforming applications
As the global mobility ecosystem shifts toward robotaxi deployment, AI-enabled fleets, drone surveillance systems, smart city infrastructure, and eVTOL aircraft, one constant requirement stands out: secure, high-speed wireless data transmission.
Major mobility platforms including Uber Technologies, Inc. (NYSE: UBER) and China-based autonomous technology leader Baidu, Inc. (NASDAQ: BIDU) continue advancing autonomous transportation initiatives. Meanwhile, eVTOL innovators such as Joby Aviation, Inc. (NYSE: JOBY) and Archer Aviation Inc. (NYSE: ACHR) are developing urban air mobility platforms requiring advanced communications architecture.
These next-generation systems depend not only on AI processors and sensors, but also on robust wireless backhaul and secure point-to-point connectivity — a segment where 60GHz mmWave solutions are increasingly relevant.
Defense, Drones, and Secure Spectrum Demand
The rapid expansion of drone deployment in both military and commercial settings has intensified demand for secure identification systems, anti-jamming communications, and directional wireless signaling. Companies such as Ondas Holdings Inc. (NASDAQ: ONDS) and autonomy platform players like Mobileye Global Inc. (NASDAQ: MBLY) reflect investor appetite for enabling technologies within this ecosystem.
Peraso’s 60GHz beamforming semiconductors operate in a spectrum band long associated with secure communications and short-range, high-capacity data links. As urban air mobility, drone corridors, and edge-AI networks expand, spectrum congestion becomes a growing issue — increasing the appeal of higher-frequency mmWave deployments.
Under $10 Semiconductor Exposure to High-Growth Sectors
While AI semiconductor leaders trade at large-cap valuations, PRSO remains an under-$10 micro-cap semiconductor stock, offering speculative investors exposure to:
- AI infrastructure buildout
- Autonomous transportation growth
- Drone and defense communications
- Fixed Wireless Access (FWA) broadband expansion
- Edge computing connectivity
Other under-$10 semiconductor and autonomy-adjacent names attracting attention include companies such as Navitas Semiconductor, Himax Technologies, and select LiDAR and edge-AI developers — reinforcing investor interest in small-cap enablers of the broader autonomy revolution.
Valuation Asymmetry in a High-Momentum Sector
With AI spending accelerating globally, mobility platforms expanding autonomous capabilities, and defense communications modernization underway, companies supplying the “connectivity layer” may see increasing strategic relevance.
In parallel, emerging AI infrastructure companies such as Roadzen Inc. (NASDAQ: RDZN) and Datavault AI Inc. (NASDAQ: DVLT) are gaining attention for their focus on data monetization, AI-driven analytics, and secure information platforms — reinforcing the broader investment trend toward scalable AI infrastructure that complements next-generation connectivity providers like PRSO.
For investors screening undervalued semiconductor stocks under $10, particularly those aligned with robotaxi, eVTOL, drone communications, and AI infrastructure expansion, Peraso Inc. is increasingly emerging as a name worth monitoring.