Insights


Why We’re Going Positive on Semiconductor Manufacturers in Emerging Markets


  • Semiconductor manufacturers continue to be undervalued, even as earnings fundamentals improved over the third quarter.
  • In the shorter term, semiconductors stand to benefit from rising consumer demand for devices, which is likely to be further fueled by the arrival of 5G technology.
  • Over the longer term, demand for artificial intelligence-enabled applications will likely create a strong tailwind for the industry.