Semiconductors – a core ingredient

About this episode

The episode discusses the prevalence of semiconductors in various products and the companies within the ecosystem, highlighting investment opportunities.

Semiconductors are everywhere – not only in things where we would definitely expect them, but increasingly in everyday items as well as those products become more technologically advanced. That proliferation has spawned some very profitable companies – Cherry Reynard and Mike Seidenberg discuss the different types of companies in the ecosystem and where the trust is currently putting its concentration in this sector, many of which are not household names. Hosted on Acast. See acast.com/privacy for more information.

People in this episode

Guests: Cherry Reynard, Mike Seidenberg

Topics covered

• semiconductors
• technology
• investment
• business ecosystem
• profitability

Keywords

• semiconductors
• technology
• investment
• business
• ecosystem
• profitability
• companies

Mentioned in this episode

Organizations: AllianzGI Investment Trusts

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