Semiconductor sector volatility remains high as investors weigh surging memory growth against questions over durability and valuation. Walter Scott’s Murdo MacLean breaks down what’s going on.
Key points:
- AI and semiconductor shares have entered a new phase of growth.
- High bandwidth memory demand is driving sharp gains across memory-related stocks.
- Many chip stocks have rallied strongly, with some valuations reaching rare territory.
- Recent market weakness highlights ongoing volatility and sustainability concerns.
- Walter Scott focuses on durable, established semiconductor businesses.
3454759 Exp: 18 September 2026
