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Powering Progress: Navigating the Semiconductor Sector’s Transformation | Nucleus Investment Insights

Posted on by Damien Klassen
09
May
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?

 
 

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Damien Klassen

Damien has a wealth of experience across international equities (Schroders), asset allocation (Wilson HTM) and he helped create one of Australia’s largest independent research firms, Aegis Equities. He lectured for over a decade at the Securities Institute, Finsia and Kaplan and spent many of those years as the external Chair for the subject of Industrial Equity Analysis. Damien runs the investment side of Nucleus, selecting stocks suggested by analysts and implementing the asset allocation.

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