“Chip-Sector Investing: To Stock Pick or Not to Stock Pick?”
TheStreet | July 21, 2021
Investing in the semiconductor sector has recently been indicative of good discernment in terms of sector-specific investing strategies, but there are concerns about the suitability of certain stocks being packaged together.
In an article in TheStreet, our expert highlights the need for semiconductor companies to concentrate on reducing costs by moving to higher technology processes, which would result in the smooth navigation of a trough period.
Extract from the article- “I believe the most important factor is cost leadership…Semiconductor companies need to concentrate on reducing costs by moving to higher technology processes. The cost advantage would help a company navigate the trough period.”