Semiconductor Sales to Warm up Autumn Days and Nights (YahooFinance)
Investors in IT, and particularly those in semiconductor companies like Intel or AMD, should enjoy roaring bonfires of profit this fall, according to a report released by UBS. In it, the company’s analysis shows that after a slow start, Q3 earnings in this sector rebounded sharply and expected to continue along that path through year’s end. In fact, semiconductor shipments are predicted to be up 4 percent in 2014 and 5 percent in 2015. And historically, semiconductor unit growth has meant more capital equipment purchases, meaning the next two years should be profitable for capital equipment investors as well.
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