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

|By:, SA News Editor

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.