Semiconductor Volatility Is Back: What’s Next?
June 10, 2019 at 11:01 AM EDT
By John Patrick Lee, CFA, VanEck Associate Product Manager After a strong start to the year, semiconductor stocks have recently hit a rough patch. The storylines that helped to drive performance have become painful sources of concern. At the beginning of the year, positive sentiment around U.S./China trade relations helped to boost semiconductor stocks. Since early May, trade war worries have returned to the forefront for investors, with semiconductor companies paying the price.