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When the chips are down: investment opportunities in the semiconductor industry

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Semiconductor chips are the engine driving the technological transformation of the world. However, without them, there would be no machines to drive the information age. Nevertheless, today, we find ourselves in incredibly precarious positions of relying on just a handful of companies to meet the world's insatiable appetite and desire for faster, more powerful, smaller semiconductor chips. Join Andrew Dittberner, Chief Investment Officer at Old Mutual Wealth Private Client Securities, as he talks about the significance of this global semiconductor industry. 
Chapters
  • 00:30 What is the significance of the global semiconductor industry?
  • 02:58 What is driving the demand for semiconductors?
  • 05:35 Why are semiconductor chips in short supply?
  • 09:21 Apple and their switch to vertical integration with the M1 chip
  • 10:54 Should you invest in semiconductors? How to get exposure to the sector through ETFs
  • 13:15 How to get in touch with Old Mutual Wealth
20 Jul 2021 English South Africa Business

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