- 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:
Semiconductors Winners And Losers Heading Into Q4 2021