ASMLF - SMH: Strong Demand Across Diverse Markets Yields Strong Earnings
- Recent and very strong semiconductor earnings reports are a reminder to investors of what an important technology sub-sector semis are.
- Strong demand is coming from a plethora of diverse markets: smartphones, automotive, and data-centers just to name a few.
- Whether you decide to buy individual semi companies, or a diversified ETF, or like me - both - you need to have exposure to semiconductor companies for the 21st Century.
- The SMH ETF is an excellent choice. It has an over-weight in the global leader, TSMC, and strong weighting in the semiconductor equipment manufacturers too.
For further details see:
SMH: Strong Demand Across Diverse Markets Yields Strong Earnings