This post was originally published on this site
This is an interesting time to be an investor in semiconductors as the lack of supply combined with soaring demand is nudging prices higher. The shift to remote work and remote learning has boosted the demand for computer chips all the more. This trend is likely to continue as new variants of COVID pop up.
Cohu (COHU) and ACM Research (ACMR) are two semiconductor stocks with significant potential yet little admiration from the talking heads on the financial networks. Let’s take a closer look at each of these stocks to determine if either is worthy of ownership.
