Podcast by Magellan Asset Management, Magellan Asset Management

MAGELLAN - IN THE KNOW

Podcast by Magellan Asset Management

Magellan Asset Management

‘In The Know’ is a new monthly investment podcast brought to you by Magellan Asset Management, one of Australia’s leading global equities investors. We seek to bring you timely, unique and thought-provoking insights to help you make sense of today’s investment landscape. From deep dives into the latest macroeconomic and geopolitical issues, to our analysis on sectors and stocks on global markets. Join Magellan, as they connect with a myriad of experts in their field, including CEOs of stocks we hold, global leaders and consultants in finance, investing, risk and politics, and key members of our investment team and business. ‘In The Know’ - a monthly podcast from Magellan is worth investing your time in! Magellan - Experts in global investing.

Thematic (Sector/Industry)

<ul>
<li>Semiconductor chips are essential building blocks of innovation and technological advancements in areas such as artificial intelligence, electrification, and cloud computing.</li>
<li>The global shortage of semiconductor chips has affected industries beyond high-tech products, such as the automotive industry where chips are vital for various functions like safety features, infotainment systems, and driver assistance technologies.</li>
<li>Understanding the significance of semiconductor chips can provide valuable insights for investors looking to capitalize on opportunities in the growing semiconductor industry.</li>
</ul>
This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.


Semiconductor chips are essential building blocks of innovation and technological advancements in areas such as artificial intelligence, electrification, and cloud computing.
The global shortage of semiconductor chips has affected industries beyond high-tech products, such as the automotive industry where chips are vital for various functions like safety features, infotainment systems, and driver assistance technologies.
Understanding the significance of semiconductor chips can provide valuable insights for investors looking to capitalize on opportunities in the growing semiconductor industry.

This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Chipping Away at the Semiconductor Market

Podcast by Joe Weisenthal & Tracy Alloway, Odd Lots

Odd Lots

Podcast by Joe Weisenthal & Tracy Alloway

Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday and Thursday.

Cross Asset Strategy

<ul><li>The hosts discuss the long-standing concern over the risk of conflict between China and Taiwan, which has been a topic of speculation for many years.</li><li>They note that recent events, such as the tensions between Russia and Ukraine and the Israel-Hamas conflict, have heightened concerns about the prospect of a hot conflict in the future.</li><li>The importance of Taiwan's economy and its role in global supply chains, particularly in the semiconductor industry, has made the potential disruption of these supply chains a major concern for the world. This, in turn, may give China more incentive to assert its position on the Taiwan issue.</li></ul>This podcast is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only.

The hosts discuss the long-standing concern over the risk of conflict between China and Taiwan, which has been a topic of speculation for many years.They note that recent events, such as the tensions between Russia and Ukraine and the Israel-Hamas conflict, have heightened concerns about the prospect of a hot conflict in the future.The importance of Taiwan's economy and its role in global supply chains, particularly in the semiconductor industry, has made the potential disruption of these supply chains a major concern for the world. This, in turn, may give China more incentive to assert its position on the Taiwan issue.This podcast is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only.

The Massive Economic Impact If China Invades Taiwan

Taiwan

Taiwan Semiconductor Manufacturing Company, Ltd. manufactures and markets integrated circuits. The Company provides the following services: wafer manufacturing, wafer probing, assembly and testing, mask production, and design services. TSMC's ICs are used in computer, communication, consumer electronics, automotive, and industrial equipment industries.

Taiwan Semiconductor (TSMC) (2330 TT)

Chipping Away at the Semiconductor Market

The Magellan in the Know episode discusses the growth and importance of the semiconductor industry, highlighting its role in technological...

MAGELLAN - IN THE KNOW

The Massive Economic Impact If China Invades Taiwan

In this podcast episode, the hosts introduce themselves, discuss the recurring risk between China and Taiwan, acknowledge their past incorrect...

Odd Lots