With much of America — and the world — working and studying from home under quarantine in the first half of 2020, there’s been a boom in demand for semiconductors to power individual notebook PCs, and also the server farms that make possible those PCs’ connection to the internet. It’s primarily for this reason that 5-star Nomura analyst David Wong recommended investors focus on semiconductor makers winning in business notebooks and “data centers” — with success in game consoles and automotive computers being of only secondary concern.Which stocks does Wong recommend most strongly? Chip giants Intel (INTC) and AMD (AMD). …read more
Source:: Yahoo Finance
