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

Boom in disruptive tech worth taking advantage of

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Alison Savas of Antipodes
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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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