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Cowen says these are the best chip stocks to fuel the auto industry’s EV race
Circuit board processors are on display at Mobile World Congress in Barcelona, Spain, March 2, 2015.
Simon Dawson | Bloomberg | beautiful pictures
While electric vehicle manufacturers like Tesla, Rivian and Lucid could attract all the headlines, there is a huge investment opportunity around semiconductor companies that are integral to EVs, according to Cowen.
The company says it’s “still too early to analyze the specific winners,” but put together a basket of better-reviewed chip names that have significant exposure to the fast-growing electric vehicle market. fast.