Semiconductor shares are experiencing blended reactions in 2025, particularly after Chinese language AI mannequin DeepSeek rattled the market earlier this month.
Citi Head of US Semiconductor Analysis Christopher Danely joins Market Domination hosts Julie Hyman and Alexandra Canal to elucidate that market actions are carefully tied to the semiconductor cycle.
“To begin with, we begin with the cycle as a result of the cycle determines largely the motion of semis total, and we’re nonetheless optimistic on the cycle,” he mentioned, mentioning that firms like Intel (INTC) have benefitted from brief overlaying.
Danely highlights the underperformance of firms like Skyworks Options (SWKS), highlighting that it “misplaced a serious design win to Broadcom (AVGO).” He additionally sees hope in analog semiconductor names like Texas Devices Integrated (TXN).
“We could possibly be actually at first of a multi-year upturn in analog [companies],” Danely says, stressing that these shares are positioned for progress.
To look at extra knowledgeable insights and evaluation on the most recent market motion, try extra Market Domination here.
This put up was written by Josh Lynch
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