2023 High Conviction: Semiconductor Down Market

742 Views29 Nov 2022 09:06
Jim has highlighted this Insight as a Top Pick
  • The current semiconductor market meltdown can be expected to continue through the end of 2024
  • This will reduce 2022 market growth to 5%, and will drive a decline of 19% in 2023
  • Stocks will be unevenly influenced by this, with the most dramatic declines hitting makers of volume commodities, smaller declines in differentiated products, and a weak impact on older technology products.
Get started on the Smartkarma Research Network with a complimentary Preview Pass to:
  • Unlock all research summaries
  • Follow top, independent analysts
  • Receive personalised alerts and emails
  • Access Briefings, Analytics, and Events

Upgrade anytime to our paid plans for full-length research, real-time analyst discussions, and more.

Join a thriving community of 45,000+ investors, including the top global asset managers managing over $13trn in assets.

Already have an account? Sign In Now
(Paid Plans Only)
Jim Handy
Semiconductors, Memory and SSDs Specialist
Objective Analysis
Information TechnologyThematic (Sector/Industry)Equity Bottom-Up