WOLF - Semiconductors Winners And Losers Heading Into Q4 2021

• Semis have underperformed in Q2 and Q3 after a strong Q1 and there seems to be a reason why this has happened.
• There are a couple of issues that are clouding the outlook for semis, even though they appear to be doing very well with strong earnings growth.
• Rising geopolitical tensions are pushing some governments to make decisions that could make some semis winners and others losers.
• The current situation semis find themselves in is unlikely to change in the near term, but it could be a different story beyond that.

For further details see: