Business & Technology | Equities | Markets and Investing
Semiconductors Are a Growing Pie: Their Equities Are a Buy
By John Tierney
(4 min read)
Summary
• One winning sector during the pandemic has been semiconductors.
• It benefited from sharply higher demand for consumer electronics, and network technology, such that the global economy (esp. the auto sector) faces a semiconductor shortage.
• For the first time in decades, the semiconductor industry is gaining pricing power.
• The ongoing shift to digital technology and the rise of electric vehicles all but guarantees strong demand and that pricing power will continue.
Summary
• One winning sector during the pandemic has been semiconductors.
• It benefited from sharply higher demand for consumer electronics, and network technology, such that the global economy (esp. the auto sector) faces a semiconductor shortage.
• For the first time in decades, the semiconductor industry is gaining pricing power.
• The ongoing shift to digital technology and the rise of electric vehicles all but guarantees strong demand and that pricing power will continue.
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