Age Of AI: Understanding The Semiconductor Industry | DollarsAndSense Podcast Ep18
Автор: DollarsAndSense.Sg
Загружено: 2025-02-12
Просмотров: 6735
The rise of AI is fueling unprecedented demand for semiconductor chips, with companies like NVIDIA and AMD at the forefront. But what does this mean for investors?
In this episode of the DollarsAndSense Podcast, recorded at FSM Invest Expo 2025, we dive deep into the semiconductor industry with Tan De Jun, Portfolio Manager at iFAST Singapore.
01:15 Why Semiconductors Matter – How chips power today’s economy and AI growth
02:11 Semiconductors at the Forefront of Tech – Why the industry keeps advancing
04:20 AI & Semiconductor Industry – How AI is reshaping the chip market
07:13 Risks & Challenges – Key headwinds facing the semiconductor sector
09:17 Geopolitical Tensions & Trade Policies – The impact on global supply chains
12:01 Investment Metrics & Strategies – What investors should analyze before buying
13:11 Should You Invest? – Are semiconductors a must-have in a portfolio?
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