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 Our Top 5 ASX Stocks for FY26

Recent Posts

Paladin Energy (ASX:PDN) Higher Grades Drive a Strong Quarter

Why the Market Re-Rated This Uranium Update Despite broader market volatility, Paladin delivered a strong operational result, with the share…

Metallium (ASX:MTM) A$75m Raise Funds the Leap to US Commercial Scale

Funding in Place for the Next Phase of US Expansion Metallium has completed a A$75 million capital raising at A$0.84…

High Stakes Investing: How Gambling Companies Perform on the Stock Market

Gambling companies are on the stock market, which makes them slightly odd. They mix entertainment, technology, regulation, and risk in…