Declining PC sales in recent years have spurred a long-drawn semiconductor slump, but analysts are now turning positive on the industry amid a pickup in other segments.
“We’re seeing strong end-markets in automotive, strong end-markets in things like robotics and industrial automation and we’re seeing particularly strong markets in communications. There’s the 4G buildout in China, for example,” said Clay Carter, head of international equities at Perennial Investment Partners, which has around $18 billion under management. Read More