Polar Capital

Addressing the semiconductor shortage

The recent squeeze felt by the semiconductor industry has had a ripple effect across sectors, given its widespread use as a component in many end products and infrastructure.
Xuesong Zhao, manager of the Polar Capital Automation and Artificial Intelligence Fund examines the nuances of the semiconductor supply/demand imbalance, as well as longer-term what might be done to build a more resilient supply chain and the beneficiaries of this from an investment perspective.