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 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 the Latest Insider Trades on ASX!

Recent Posts

Northern Star (ASX: NST) Plunges 18% After Second Production Guidance Cut: Buy the Dip or Avoid?

Northern Star Crashes After Second Guidance Cut Northern Star Resources (ASX: NST) crashed 18.75% on Friday to close at A$21.75,…

China Widens BHP Iron Ore Ban: Should Investors Buy the Dip or Wait for Resolution?

BHP Falls as China Widens Iron Ore Ban BHP (ASX: BHP) slipped around 2.3% to A$49.80 on Friday after China…

RBA March 17 Rate Decision: What ASX Bank and REIT Investors Need to Know Before Tuesday

RBA March Decision: What It Means for ASX Stocks The Reserve Bank of Australia meets on Tuesday, 17 March, and…