In this week’s podcast, Nucleus Wealth’s Chief Investment Officer Damien Klassen delves into a comprehensive exploration of the semiconductor sector.
Covering the impact of AI on semiconductor technology, China’s influence on low-end chips, insights from the latest reporting season, the intersection of semiconductors with electric vehicles and solar energy, and the critical issue of power usage in the industry.
Plus, how much of your portfolio should be in this sector?
Can’t make it to the live series? Catch up on the content via Podcasts or our recorded Videos.
Damien Klassen is Chief Investment Officer at the Macrobusiness Fund, which is powered by Nucleus Wealth.
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The information on this blog contains general information and does not take into account your personal objectives, financial situation or needs. Past performance is not an indication of future performance. Damien Klassen is an Authorised Representative of Nucleus Advice Pty Limited, Australian Financial Services Licensee 515796. And Nucleus Wealth is a Corporate Authorised Representative of Nucleus Advice Pty Ltd.