The entire semiconductor sector appears to be under fire from so called “analysts” that…
The entire semiconductor sector appears to be under fire from so called “analysts” that are actually jack-of-all-trades but masters of NONE.Their archaic thinking in traditional cyclical rotations of the semiconductor industry is forcing stocks prices lower.Even when most chip and equipment companies are crushing earnings, are producing at max capacity, increasing prices, and raising guidance.Global demand would be high regardless of any shortage.
5G, AI, EV, crypto, data centers, cloud tech, gaming, eSports were already ensuring this growth and demand.Now add the new infrastructure spending and the global “arms race” that’s taking place.
We are in the beginning of a super cycle like never seen, likely lasting many years.
Semiconductors are the new #1 global resource….the new oil.
(Fabless) companies like $NVDA, $AMD, $MRVL, $AVGO, $QCOM design the most advanced and sought after semiconductors in the world.(Fab-owning) companies like $TSM, $TXN, $ADI, $QRVO manufacture the chips.
Companies like $AMAT, $ASML, $LRCX, $KLAC, $UCTT, $ICHR make all the equipment and materials used by those chip manufacturers.High tide raises all boats! and many of these companies are already currently undervalued.GLTA.