Despite experiencing a slowdown during the second half of 2022, the semiconductor industry achieved its highest-ever annual sales, with a 3.3% year-over-year increase. Despite the near-term challenges of high inflation and declining consumer demand, industry experts hold an optimistic long-term outlook for the semiconductor sector due to its growing applications across various fields.
In this piece, I have discussed the reasons why I think Cohu, Inc. (COHU), ROHM Co., Ltd. (ROHCY), and ChipMOS TECHNOLOGIES INC. (IMOS) are performing better than Intel Corporation (INTC) and could be wise investments now.
