IPHI - Semiconductor Winners And Losers Going Into 2021

• Semis had an outstanding year in 2020 with quite a few companies managing to more than double in value.
• While semis are projected to grow in 2021, there are a few issues that could start to weigh on the industry in 2021.
• A number of acquisitions have been proposed in 2020, which could become problematic at current and often lofty valuations.
• With semis having gained as much as they have in the last two years, it may be wise to become more selective in which stocks to go for.

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