Let the chips fall where they may: Why investing in semiconductors will give portfolios more byte

Boom in disruptive tech worth taking advantage of

Alison Savas of Antipodes

Alison Savas of Antipodes

When most investors think about investing in technology leaders, it is the FAANGs, Tesla and other disruptors currently exciting the market. But there is a lesser-known group of businesses critical to next generation technology.

Like selling shovels in a gold rush, leading-edge semiconductor manufacturers provide the hardware big tech (and its big aspirations) cannot go without. Our consumption of data has increased at a phenomenal...

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