Fund managers see water risk in semiconductor bets being mispriced
Investors in semiconductor stocks face a growing threat to industry valuations: a chronic shortage of water. Read more.
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Investors in semiconductor stocks face a growing threat to industry valuations: a chronic shortage of water. Read more.
For Abrdn Plc, there are now few issues as pressing as water for the sector, according to David Smith, a senior investment director for Asian equities at the asset manager.
Industry requires large volumes of water, that's concerning.
Investors in semiconductor stocks face a growing threat to industry valuations: a chronic shortage of water.
Over the past five years, September has been the worst month of the year for Apple, with the shares averaging a decline of 4.5%, compared with a drop of 3.2% for the S&P 500. At the same time, October has been among the best, with an average gain for Apple of 3.8% over the same period.