- Most investors are well aware of the current global semiconductor shortage that has affected supply chains across multiple industries.
- Most investors are also well aware that the Biden administration and the U.S. Congress are pursuing policies to make the US semiconductor supply chain more secure.
- However, many investors are not aware of the excellent long-term catalyst that 5G is for the semiconductor market. It is a transformative technology, in my opinion.
- You have no doubt heard the expression "data is the new oil". I agree. Yet "data" is - to a great extent - dependent on semiconductors for its acquisition, transmission, and processing.
- Investors strongly consider the semiconductor sector as a core long-term technology holding for a well-diversified portfolio built for the 21st Century.
For further details see:
Get Your SOXX On: Not Too Late To Add A Core Semiconductor Holding