bearish

Semiconductor Collapse Is Following Predicted Course

Jim has highlighted this Insight as a Top Pick
331 Views15 Mar 2023 05:08
Today's semiconductor market is closely following the forecast we shared in October.  This Insight compares the forecast to actual data for the past 5 months, and explains our outlook for 2023.
SUMMARY
(Sign Up to Access)
Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
  • Unlock research summaries
  • Follow top, independent analysts
  • Receive personalised alerts
  • Access Analytics, Events and more

Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.

Upgrade later to our paid plans for full-access.

or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 3-minute read)
Discussions
(Paid Plans Only)
chart-bar
Logo
Jim Handy
Semiconductors, Memory and SSDs Specialist
Objective Analysis
Information TechnologyThematic (Sector/Industry)Equity Bottom-Up
x