- 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.
For further details see:
Semiconductors Winners And Losers Heading Into The Second Half Of 2021