Semiconductors: an industry shaping the modern world

Semiconductors are integral to the products we use in everyday life. They are even at the centre of global political disputes. Some predict the industry will be worth over US$1 trillion by 2030, given an ever-increasing demand for chips, and therefore, from an investment perspective, it’s important to remain on top of developments. To this end, the Ninety One Quality team sat down for a deep dive on the semiconductor industry to analyse the market through a quality investment lens and discuss which companies will be the long-term winners in the space. Featuring portfolio specialist Joe Knight, Asia-focused portfolio manager, Charlie Dutton and William Nott, a global analyst on the team.  Hosted on Acast. See acast.com/privacy for more information.