Seeking Alpha

After a strong rise in semiconductors so far this year, Needham suggests staying the course with...

After a strong rise in semiconductors so far this year, Needham suggests staying the course with secular chip stocks - CODE, OVTI, SIMG and SIMO are named as meeting or beating near-term expectations - rather than switching to cyclical shares which already have priced in much of the benefit they may see from inventory restocking.
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