NewbieEP
2022-07-29

Thanks 

@EdwardHughes：
Waning consumer sentiment has returned to weigh on semiconductor shares' performance Friday (July 22), snapping a three-week rally. Investors continue to grapple with mixed demand trends across foundries and fabless semiconductor companies - TSMC reported robust long-term demand this week, while memory chipmakers warned of slowing consumer demand. For AMD and Marvell though, both continue to benefit from robust secular demand for data center, carrier network, and automotive semiconductor solutions, while maintaining limited exposure to impacted consumer end-markets. With both companies exhibiting a sustainable long-term growth trajectory to continue expansion of their respective profit and cash margins, the semiconductor sector's recent underperformance has created an attractive entry opportunity for exposure to AMD and MRVL shares as favourable long-term investments.
Waning consumer sentiment has returned to weigh on semiconductor shares' performance Friday (July 22), snapping a three-week rally. Investors continue to grapple with mixed demand trends across foundries and fabless semiconductor companies - TSMC reported robust long-term demand this week, while memory chipmakers warned of slowing consumer demand. For AMD and Marvell though, both continue to benefit from robust secular demand for data center, carrier network, and automotive semiconductor solutions, while maintaining limited exposure to impacted consumer end-markets. With both companies exhibiting a sustainable long-term growth trajectory to continue expansion of their respective profit and cash margins, the semiconductor sector's recent underperformance has created an attractive entry opportunity for exposure to AMD and MRVL shares as favourable long-term investments.

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