ZW Research Team: Semiconductors Everywhere! National Security, Transportation, and AI
Imagine going through a day without booting up a laptop, sticking in a pair of wireless earbuds, or scrolling through social media.
Now consider the new everyday technologies we are starting to see: artificial intelligence powered digital assistants, self-driving cars, and advanced health wearables such as the Apple watch. All of this everyday tech has one key element in common… an insatiable demand for semiconductors.
For an investor looking to capture this rapid industry growth within their investment portfolio, the focus isn’t where the next factory is built, but rather capturing the breadth of contributors and beneficiaries from the industry: from the specialized manufacturing equipment and materials like Vertiv and Toppan to the largest semiconductor names and A.I. companies like Nvidia and Microsoft.*
*This statement is the opinion of the Zephyr Waterfield Research Team.
