Semiconductor StocksShould bode well for PHO. GLTA
Semiconductor stocks very attractive for tech exposure despite shortage: BofA analyst
Vivek Arya, senior semiconductor analyst at BofA Securities, joins BNN Bloomberg to discuss the semiconductor space during a global chip shortage. He said semiconductor stocks are benefiting in the reopening and argues they are able to grow faster than infrastructure stocks, which makes them compelling.
https://www.bnnbloomberg.ca/video/semiconductor-stocks-very-attractive-for-tech-exposure-despite-shortage-bofa-analyst~2174380