MarketWatch
US · 2 hrs ago
✦ 75◉ Centre
Why it’s time to start discussing semiconductors like commodities: There may be a supercycle
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Quality 75/100
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◉ Centre ✓ Fair headline
Analysis from Ned Davis Research suggests the semiconductor sector, despite bubble concerns, may be entering a new supercycle phase, warranting discussion of chips as commodity-like assets.
Why it’s time to start discussing semiconductors like commodities: There may be a supercycle
Ned Davis Research says the bubble argument for chips has some grounding, but that sector may also be looking at the start of a new supercycle.
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