Chipping away at the semiconductor market
It’s a fascinating time in the semiconductor chip market. Thanks to the proliferation of devices, and even cars, that are heavily dependent on chip availability, and geopolitical trends that may impact supply, chips are under a global spotlight. In this episode of Magellan — In the Know, Head of Global Equities and Portfolio Manager Arvid Streimann discusses the semiconductor chip ecosystem with Investment Analysts Adrian Lu and Dom Facchin.
They explore the critical role chips play as the building blocks of innovation, driving structural growth in areas like artificial intelligence, electrification, and cloud computing. They discuss the implications of chip manufacturing, and the strategic considerations guiding investment decisions.
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Magellan Asset Management was founded in 2006 and is headquartered in Australia. Magellan are an investment management platform with a carefully selected portfolio of high-quality funds, managers, and teams across three continents. They specialise in global equity, global listed infrastructure, Australian equity, and systematic investing strategies.
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Magellan
Magellan Asset Management was founded in 2006 and is headquartered in Australia. Magellan are an investment management platform with a carefully selected portfolio of high-quality funds, managers, and teams across three continents. They specialise...
Expertise
Magellan
Magellan Asset Management was founded in 2006 and is headquartered in Australia. Magellan are an investment management platform with a carefully selected portfolio of high-quality funds, managers, and teams across three continents. They specialise...
Expertise
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