Interested in ASX semiconductor stocks? Here’s how to play the semiconductor cycle through the ASX

Marc Kennis Marc Kennis, November 23, 2021

Interested in ASX semiconductor stocks?

 

Nearly every digital electronic device today is powered by semiconductors, which contain silicon and are critical for creating integrated circuits, also referred to as microchips. Part of the problem is that the return on investment isn’t compelling enough to build new foundries—which cost billions of dollars and take years to construct—to satisfy the demand by automakers.

Some of the other problems include customers hoarding supplies and buying more components than they need in case supply dries up. Companies like Huawei stockpiled supplies in advance of US tech bans on China earlier this year.

Long story short? This problem will extend well into next year and there are a few burgeoning ASX players who stand to benefit. Which ones? Tune into this chat with Marc Kennis from Stocks Down Under.

 

Stocks Down Under’s own Marc Kennis on the Semiconductor sector

 

ASX semiconductor stocks

 

 

Want to stay up-to-date on ASX-listed Semiconductor stocks?

 

Tune in to the Stocks Down Under Semiconductor Conference on 30 November!

 

SIGN UP HERE!

 

 

Blog Categories

Get Our Top 5 ASX Stocks for FY25

Recent Posts

RBA Interest Rate Decision

RBA Interest Rate Decision: What It Means for Your Mortgage (or Savings)

The Reserve Bank of Australia (RBA) is the nation’s leading policy-making body, instilling confidence in its decisions on monetary policy…

Domain takeover bid

Investors are overreacting to the $2.7bn Domain takeover bid: Here is why

The $2.7bn Domain takeover bid stole the headlines today. Shares in Domain (predictably) surged from their $3.13 close the day…

NZX stocks

4 NZX stocks that should consider joining the ASX

NZX stocks typically are not on the radar of ASX investors (or any investors outside the Land of the Long…