✉news TechnologySemiconductors first seen 12 h ago, last 6 h ago, peak #21

VanEck's Frasse Says Semiconductor Rally Still Intact Despite Volatility

Original: 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 downplaying recent swings in semiconductor stocks including Micron, Western Digital, SkyWater and AMD, arguing the underlying chip trade remains very strong. His comments come as investors weigh whether recent turbulence in chipmakers signals a deeper slowdown or just noise in a still-booming sector driven by AI and memory demand.

Why now: Investors are anxious about semiconductor stock volatility amid AI-driven market swings and are looking for expert reassurance.

VanEckNicholas FrasseMicron TechnologyWestern DigitalAMD

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• MU, WDC, SKHY, AMD — VanEck’s Nicholas Frasse Downplays Volatility In Semiconductor Stocks, Says Chip Trade Is Still Very Strong · Stocktwits

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