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Posts published in “The Daily View”

Our daily update on a sector, stock or trend designed to educate and encourage comments. This is not to be used for purchasing advice – please see under the top menu of IFA Information for more

Time to Look at AMAT and ASML – The Semiconductor Picks % Shovels

As we begin to hear more and more companies reporting manufacturing being slowed because of shortages in their semiconductor supply chain is it time to rethink where we invest in the semiconductor space? Historically most of the attention has been on the marquee names within the semiconductor space – AMD, QCOM, SkyWorks and the like. We are entering a supply constrained market based on the the capacity limits of existing facilities to build enough chips for cars phones and block…