Your browser is currently set to block cookies. Not all features of our website will work as intended. Please turn on cookies or check if you have another program set to block cookies to allow full website functionality.
Macro Minutes: Performance Drivers for Semiconductors
Accelerated chip demand during the pandemic and supply chain issues led to stronger pricing power and margin expansions for chipmakers.
From an investment perspective, not all semiconductor companies are created equal. Semiconductor companies may design, manufacture or provide infrastructure for chip production.
Semiconductor margins meaningfully expanded over the years due to specialised equipment and complexity in technology.