Addressing the semiconductor shortage

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  • 04 mins 47 secs

Learning: Unstructured

The recent squeeze felt by the semiconductor industry has had a ripple effect across sectors, given its widespread use as a component in many end products and infrastructure.

Xuesong Zhao, manager of the Polar Capital Automation and Artificial Intelligence Fund examines the nuances of the semiconductor supply/demand imbalance, as well as longer-term what might be done to build a more resilient supply chain and the beneficiaries of this from an investment perspective.

Channel: Polar Capital
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