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Though the semiconductor sector is witnessing major supply chain disruptions, its stocks are buzzing around happily, having outperformed the other tech stocks in the last 3 months.
Industry leaders believe that COVID-19 will act as a major demand driver. However, the action is expected to intensify only in 2021 or 22.
Novel and futuristic applications in AI, gaming, contactless operations, healthcare, etc., are likely to multiply and accelerate the demand for semiconductors.