BE Semiconductor « Terug naar discussie overzicht

quote:

swiss dutch schreef op 30 september 2020 10:10:

En weg winst van gisteren

quote:

Dividend Collector schreef op 30 september 2020 13:52:

seekingalpha.com/article/4376870-why-...

Interessant artikel op SA gisteren. Bottom line:

However, this period of hyper demand for semiconductors could be coming to an end for several reasons. China may no longer build inventories, either because it can no longer do so or because it no longer has to. In any case, the coming years may not be like the last four years. Chip suppliers may have to adjust to significantly lower demand and revenue as the catalysts that drove increased demand in prior years fade away.

Bottom line, semis have done great the last couple of years, but stock prices could have a difficult time staying elevated if demand drops to be more like where it used to be before 2016, possibly starting in 2021. People may want to consider making adjustments and reduce their exposure to semis after what's been a tremendous run.