Semiconductor Investment Outlook
Semiconductors, which constitute 25% of the US Tech segment, has been one of the best performing part of the market in last two years.
Here is a closer look at factors that will sustain the growth momentum going forward.
We expect the momentum to continue, driven by several factors such as 5G, Electric & driverless vehicle, Metaverse, Smart Homes, Smart Factories, IoT, Artificial Intelligence, HPC, Video Streaming, Gaming etc.,
Further, we have also examined the entire semiconductor value chain in terms of the investment proposition that each segment offers.