Silicon Valley Byte Size - The Allianz Technology Trust Podcast

Semiconductors – a core ingredient

June 24, 2024 AllianzGI Investment Trusts Season 1 Episode 25
Semiconductors – a core ingredient
Silicon Valley Byte Size - The Allianz Technology Trust Podcast
More Info
Silicon Valley Byte Size - The Allianz Technology Trust Podcast
Semiconductors – a core ingredient
Jun 24, 2024 Season 1 Episode 25
AllianzGI Investment Trusts

Semiconductors are everywhere – not only in things where we would definitely expect them, but increasingly in everyday items as well as those products become more technologically advanced. That proliferation has spawned some very profitable companies – Cherry Reynard and Mike Seidenberg discuss the different types of companies in the ecosystem and where the trust is currently putting its concentration in this sector, many of which are not household names.

Show Notes

Semiconductors are everywhere – not only in things where we would definitely expect them, but increasingly in everyday items as well as those products become more technologically advanced. That proliferation has spawned some very profitable companies – Cherry Reynard and Mike Seidenberg discuss the different types of companies in the ecosystem and where the trust is currently putting its concentration in this sector, many of which are not household names.