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

Rhynhardt Roodt
Wenchang Ma
Anton Du Plooy
Rhynhardt Roodt
Portfolio Manager
Wenchang Ma
Portfolio Manager
Anton Du Plooy
Technology Analyst

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