Semiconductors could keep rolling, but memory stocks may win 2022

seekingalpha2021-12-06

The broader semiconductor industry is expected to continue its outperformance for the next couple of quarters, but stocks tied to memory and storage could be the real stars of 2022. Semiconductor ...

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精彩评论

MarketLeader
2021-12-06
MarketLeader
Eye on MRVL.
Tonica
2021-12-06
Tonica
Yrs
ND80
2021-12-06
ND80
K
- ND80:
  K
Williamw
2021-12-06
Williamw
Ok
Cub88
2021-12-06
Cub88
Anybody's guess.

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Other companies, such as ON Semiconductor (NASDAQ:ON), KLA Corp. (NASDAQ:KLAC), Teradyne (NASDAQ:TER), GlobalFoundries (NASDAQ:GFS) and Applied Materials (NASDAQ:AMAT) are also viewed favorably.\nThe analyst notes that semiconductor stocks should benefit from a relative underweighting in active portfolios, having declined to a nine-month low in September 2021. Stocks, such as Nvidia (NVDA) may be widely owned by individual investors, but active fund managers have kept their positions in the company to merely market-weight.\nOther themes, such as electric vehicles and the burgeoning metaverse will keep semiconductors in the eyes of investors as \"arms-dealers,\" but it's possible the semiconductor index peaks ahead of the sales peak, which could happen in the next half of 2022.\nNegative events such as slowing sales growth - expected to be between 8% and 10% next year - rising labor costs and whether the industry can raise prices and pass those on to customers are also concerns among investors.\nTo keep the party going, Arya adds that there could be benefits from moving manufacturing to the U.S. and if the federal government were to pass the U.S. Chips Act, currently being debated in the House of Representatives.\nCitigroup analyst Peter Lee said that memory stocks should outperform the broader semiconductor industry next year, due to a 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