Semiconductor fundamentals
The semiconductor industry is very cyclical. This makes investing especially interesting if one understands the turning points. I start this board with the mission of looking at all major semiconductor manufacturers (not the equipment manufacturers) and comparing and discussing them.
Let's try to determine if the industry is ready for the next upcycle.
Please stick to this SUBJECT and keep the discussion informative and factual. No insults or short derogatory posts please. (plenty of room for that on other boards)
When posting on a specific Company, pse put the company name in the first line, so that it is visible in the list of posts.
It would be interesting to have a portfolio outperforming the sox index, but for now we will use the smh as a guide.
Happy investing.
Cheers
Cor |
