Investopedia: Advanced Energy Industries Looking For Recoveries In Semis And Solar
You wouldn't really know it by looking at the stock's performance over the past year, but Advanced Energy Industries' (Nasdaq:AEIS)
core markets are not doing especially well. While this company is well
placed as a provider of power conversion systems for the semiconductor
equipment industry and solar inverters, neither the semi CAPEX nor solar
markets have been doing well this year. Better days are almost
certainly ahead, but a market-beating stock may have already captured
some of the gains to come from this recovery.