Angus Shillington

Angus Shillington, lead semiconductor analyst at VanEck, and Nick Frasse, product manager for thematic ETFs at VanEck, dive into the explosive growth of capital expenditure in the semiconductor industry driven by AI. They discuss the monopolistic landscape shaped by firms like NVIDIA and TSMC, drawing parallels between AI's impact and past economic revolutions. Shillington shares insights on how tech giants are adapting their semiconductor strategies, while Frasse highlights the performance of VanEck's ETFs tailored for the AI-driven market.

Angus Shillington, an Equity Research Analyst at VanEck, dives deep into the semiconductor industry's current landscape. He sheds light on the pivotal role of NVIDIA and discusses how other companies are catching up. The conversation highlights the complexities of investing in tech, particularly within the SMH ETF, and addresses Intel's recent struggles. They also explore the implications of geopolitics on the semiconductor sector and the importance of diversification amid the rapid advancements in AI technology.