Vijay Rakesh On The State Of The Semiconductors Stocks

Vijay Rakesh, Managing Dir. & Sr. Analyst of Semiconductors and Automotive Technologies at Mizuho, talks Micron post earnings and still sees upside from DRAM. He points out that the U.S., Europe, and Japan are moving toward local manufacturing of semi chips. He discusses Applied Materials, where Mizuho has a buy rating on the stock.

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Vijay Rakesh On The State Of The Semiconductors Stocks

Vijay Rakesh, Managing Dir. & Sr. Analyst of Semiconductors and Automotive Technologies at Mizuho, talks Micron post earnings and still sees upside from DRAM. He points out that the U.S., Europe, and Japan are moving toward local manufacturing of semi chips. He discusses Applied Materials, where Mizuho has a buy rating on the stock.

ON AIR
7:00 am
Market Overtime
replay

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