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Chip Stocks Had a Terrible Year. 3 That Could Be Good Plays Now.

Por: MarketWatch Business January 04, 2023

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In a semiconductor cycle, “reversion to the mean is always a good way to think about [investor] positioning,” he wrote. “We therefore see a good chance for semicap and memory to outperform the SOXX first, as the cycle plays out.” The (ticker: SOXX) exchange-traded fund, which tracks the performance of the ICE Semiconductor Index, dived 35% last year. Newsletter Sign-up While Ferragu is optimistic, he noted three major risks for the... + full article



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