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Research in Action: For long-duration investors, semi stocks shine
6th October 2022 • Connections: Investment Matters • Janus Henderson Investors
00:00:00 00:33:18

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The semiconductor industry has swung from supply shortages to an inventory glut, creating volatility for the stocks. Research Analyst Shaon Baqui offers perspective, saying investors may have to put up with volatility in the near term but that long-term growth drivers and industry rationalization are shaping an attractive future for semis.