bullish

Semiconductor Revenues Remain Well Above Trend

Jim has highlighted this Insight as a Top Pick
496 Views22 Apr 2022 12:47
Semiconductors are 45% above their long-term revenue trend.  This is poised to continue for the near term, but a big change will occur further out.
SUMMARY
(Sign Up to Access)
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.

or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 2-minute read)
Discussions
(Paid Plans Only)
chart-bar
Logo
Rising
Jim Handy
Semiconductors, Memory and SSDs Specialist
Objective Analysis
Information TechnologyThematic (Sector/Industry)Equity Bottom-Up
x