Tom Riley Robotech strategy portfolio manager, AXA IM
May 13, 2021

Why Despite a Global Shortage, we Expect Continued Growth in the Semiconductor Sector

A shortage of semiconductors is causing supply chain issues across the globe – but while there could be short-term disruption for some end-users, we believe that stronger demand and continued innovation remain beneficial for the chip manufacturing industry and its investors.
Financial & Economic Risk
6 minutes