The Impact Of Chip Shortages On Semiconductors

<p>Angelo Zino says that there is a positive fundamental outlook for the semiconductor industry for the next 12 months as the base case assumes growth of 12% to 15% in 2021. He weighs in on the sector recently falling after Lam Research (LRCX) earnings report. Also, what should investors expect from Intel (INTC) earnings?</p>