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

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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