Semiconductor stocks suffered a series of blows in 2022 as demand for consumer discretionary items fell off a cliff and supply chain disruptions continued. As the new year kicks off, those problems linger, but opportunities also abound for investors who choose wisely.
mountain Marvell shares tanked about 58% in 2022 Morgan Stanley is also maintaining a bullish stance on Marvell, viewing its cloud business as durable. Despite concerns that the semiconductor market could fall between 8% and 10% year over year, JPMorgan's Sur expects Marvell's "strategic infrastructure end markets" and company-specific programs to support growth.
Ford, Gm, Fiat have supply (chips)issues! Ford is parking 40,000 incomplete vehicles! Why ? Union thug contracts State you can not lay them off! Pay them for nothing or for services not needed! Ford is losing billions! Biden will bail them out like mobster(Teamster) pension plan!
But you told us there was a chip shortage! The industry hit hit billions in subsidies!
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