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19min chapter
Expert: Elisa Di Marco - 3 trends that will define the next decade
Equity Mates Investing Podcast
The Semiconductor Revolution
This chapter examines the pivotal role of semiconductors in modern technology, projecting significant market growth and its implications for artificial intelligence and electric vehicles. It also analyzes the geopolitical landscape, specifically the rivalry between the US and China in semiconductor production, while highlighting key players like TSMC and ASML. The discussion extends into the fintech sector, investigating the transformative impact of digitization on financial services and the enduring influence of Visa and MasterCard in this evolving marketplace.
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Discover
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