does anyone understand why semiconductor companies underperform other tech companies recently

2021-09-22

does anyone understand why semiconductor companies underperform other tech companies recently? Aren't they better positioned for tapering environment? I was thinking that if bond yield will start rising then unprofitable internet companies valuations will be hit, but profitable tech companies like semiconductors should feel relatively better then. So what's the problem then and why have this problem?$AMD(AMD)$

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chaicka
2021-09-27
chaicka
Most semicon already running at max capacity hence there’s limited growth potential while many stocks already overvalued.
kino318
2021-09-28
kino318
capacity max, raw material price increased, semicon stock price over value.

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