bearish

2023 High Conviction: Semiconductor Down Market

742 Views29 Nov 2022 09:06
Jim has highlighted this Insight as a Top Pick
SUMMARY
  • 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.
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Jim Handy
Semiconductors, Memory and SSDs Specialist
Objective Analysis
Information TechnologyThematic (Sector/Industry)Equity Bottom-Up
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