Embracing the Semiconductor Super Cycle
From Authentically Active: The ClearBridge Podcast by ClearBridge Investments, LLC
February 26, 2026 · 31 min
About this episode
Dalya Hahn discusses the semiconductor industry and potential investment opportunities related to AI and supply chains.
Technology analyst Dalya Hahn provides an overview of the semiconductor industry and where she sees AI and supply driven stock opportunities.
People in this episode
Guest: Dalya Hahn
Topics covered
- semiconductors
- AI
- stock opportunities
- technology analysis
- supply chain
Keywords
- semiconductor
- AI
- stock opportunities
- technology
- investment
Mentioned in this episode
Organizations: ClearBridge Investments, LLC, semiconductor industry, AI
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