In this video I’ll share the latest updates on semiconductor stocks that I have in my portfolio especially after many have reported earnings in the last 2 weeks. The stocks that I discuss includes AMD, NVDIA, Skyworks Solution, Taiwan Semiconductor and ASML. The earnings results were pretty good but the share price drops for some of these companies while the market reacted positively for the others due to the positive outlook for the following quarter. I’ll discuss my thoughts on the future outlook on chip shortage as some speculate that we may have seen the shortage peak. Do we need to be concerned about potential oversupply by 2023?

0:00 Introduction
1:05 Skyworks Solution
2:35 Taiwan Semiconductor
3:55 Thoughts on Shortage and Oversupply
5:16 ASML
6:01 AMD
7:41 NVDIA

#semiconductorearnings #semiconductorstocks #semiconductorupdate

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