does anyone understand why semiconductor companies underperform other tech companies recently

Shenpwe
2021-09-22

does anyone understand why semiconductor companies underperform other tech companies recently? Aren't they better positioned for tapering environment? I was thinking that if bond yield will start rising then unprofitable internet companies valuations will be hit, but profitable tech companies like semiconductors should feel relatively better then. So what's the problem then and why have this problem?$AMD(AMD)$

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Comments

  • chaicka
    2021-09-27
    chaicka
    大多数semicon已经在最大产能上运行,因此增长潜力有限,而许多股票已经被高估。
  • kino318
    2021-09-28
    kino318
    capacity max, raw material price increased, semicon stock price over value.
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