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Technology Stocks : Impinj, Inc.
PI 203.12-1.6%11:53 AM EDT
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From: Soumaila3/5/2025 8:49:37 AM
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2024 IC shipment article. This article has additional information and commentary compared to the RAIN Alliance posting. Mentions broadening mandates, WalMart tagging items under $1.00. Pharmacy, healthcare, beauty, manufacturing as growth areas. Interesting read, provides a bit more color on the opportunity. Although it mentions a correction in 2024 (slower growth than previous yeas), I wonder how much of that slow down was back loaded and what Impinj spoke to on the latest earnings call.

Link to RFID Journal article: Rain Alliance Report Finds 2024 Tags Sales Approached 53 Billion
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