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- 1VanEck's Frasse Says Semiconductor Trade Still Strong Despite Volatility●MU, WDC, SKHY, AMD — VanEck’s Nicholas Frasse Downplays Volatility In Semiconductor Stocks, Says Chip Trade Is Still Very Strong
Nicholas Frasse, a portfolio manager at VanEck, is playing down recent price swings in semiconductor stocks, arguing the underlying chip trade remains very strong. He pointed to major names in the sector including Micron Technology, Western Digital, SkyTechnology/SK Hynix-linked plays, and AMD, suggesting investors should look past near-term volatility.