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Some of the most advanced machinery ever produced is opening exciting opportunities for investors, according to Morten Springborg, global thematic specialist at C WorldWide Asset Management.
Springborg said consolidation in the semiconductor business has revealed clear winners, and offers rewards to investors who stake their claim in the increasing digitization of society.
He described the semiconductor value chain as fundamental to the tech theme. At the top are computer-chip designers and users such as Apple and Nvidia, a gaming company based in California. Those chips are manufactured by “foundries” such as Samsung Group of South Korea, Intel Corp. of California and Taiwan Semiconductor Manufacturing Co. Ltd. of Taiwan.