Semiconductors as the next oil

A pronounced global chip shortage suggests that a large capex cycle is underway, but which aspects of the production chain look attractive?

Oct 26, 2021

11 minutes

A pronounced global chip shortage suggests that a large capex cycle is underway, but which aspects of the production chain look attractive?
Rhynhardt Roodt
Portfolio Manager
Wenchang Ma
Portfolio Manager
Anton Du Plooy
Technology Analyst

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