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- 1VanEck's Frasse Says Semiconductor Rally Still Intact 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 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.