does anyone understand why semiconductor companies underperform other tech companies recently

Shenpwe
2021-09-22

does anyone understand why semiconductor companies underperform other tech companies recently? Aren't they better positioned for tapering environment? I was thinking that if bond yield will start rising then unprofitable internet companies valuations will be hit, but profitable tech companies like semiconductors should feel relatively better then. So what's the problem then and why have this problem?$AMD(AMD)$

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

  • chaicka
    2021-09-27
    chaicka
    Most semicon already running at max capacity hence there’s limited growth potential while many stocks already overvalued.
  • kino318
    2021-09-28
    kino318
    capacity max, raw material price increased, semicon stock price over value.
Leave a comment
2