<p>The semiconductor industry has swung from supply shortages to an inventory glut, creating volatility for the stocks. Research Analyst Shaon Baqui offers perspective, saying investors may have to put up with volatility in the near term but that long-term growth drivers and industry rationalization are shaping an attractive future for semis.</p>

The semiconductor industry has swung from supply shortages to an inventory glut, creating volatility for the stocks. Research Analyst Shaon Baqui offers perspective, saying investors may have to put up with volatility in the near term but that long-term growth drivers and industry rationalization are shaping an attractive future for semis.

Research in Action: For long-duration investors, semi stocks shine

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Explore insights from Janus Henderson's investment teams and subject matter experts. Views presented are as of the date published and may not reflect the views of others in the organization. This material shall not be deemed to be a direct or indirect provision of investment management services. No forecasts can be guaranteed and there is no guarantee that the information supplied is complete or timely. Past performance does not predict future returns. Investing involves risk, including the possible loss of principal. Not all products or services are available in all jurisdictions. Issued by Janus Henderson Investors. We may record telephone calls for our mutual protection, to improve customer service and for regulatory record keeping purposes. Outside of the U.S.: For use only by institutional, professional, qualified and sophisticated investors, qualified distributors, wholesale investors and wholesale clients as defined by the applicable jurisdiction. Not for public viewing or distribution. Marketing Communication. Janus Henderson is a trademark of Janus Henderson Group plc or one of its subsidiaries. © Janus Henderson Group plc. https://www.janushenderson.com/social/social-media-important-disclosures/ Glossary - https://www.janushenderson.com/social/glossary/

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Research in Action: For long-duration investors, semi stocks shine

Research in Action: For long-duration investors, semi stocks shine

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