UMC - Semiconductors Winners And Losers Heading Into The Second Half Of 2021

• Semis ended the first half of 2021 on a strong note, but there were notable differences in Q2 compared to Q1.
• Not all semis are created equally and a number of semiconductor stocks may be due for a correction as the main factor that helped them rise fades away.
• Capital is pouring into semis for various reasons, creating a boom, but this could also be the catalyst for an eventual reversal.
• Semis are good for now, but it’s wise not to ignore history that offers many lessons as to what may come next for an industry prone to booms and busts.

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