Semiconductors, also known as chips, drive the digital economy. Containing thousands of miniature electronic components that are all connected, semiconductors are the “brains” of all modern electronics.
Our sustainable and impact equity team views semiconductors as an attractive part of the technology sector with strong potential for further growth. The ongoing digitization of our society is leading to more semiconductor content in almost every part of our economy. Semiconductors are also a key contributor to a more sustainable future, which could lead to greater long-term gains for investors who identify the sector winners today.
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