Business

Semiconductor Market Analysis

Updated 2026-05-28 11:20 UTC 1 source Neutral

Ned Davis Research suggests that the semiconductor market may be entering a new supercycle despite concerns about bubbles. This analysis could impact investor sentiment and industry strategies.

Coverage timeline — 2 articles

MarketWatch

How investors might be overdoing their bets on semiconductor stocks

Also: thoughts on the oil trade, advice from the Moneyist, and what to stream this month.

2026-05-01 16:14 UTC

MarketWatch

Why it’s time to start discussing semiconductors like commodities: There may be a supercycle

Ned Davis Research says the bubble argument for chips has some grounding, but that sector may also be looking at the start of a new supercycle.

2026-05-28 11:02 UTC