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Showing 1 - 10 of 26 results for "Semiconductors"

FEATURE | Emerging markets: Twists and turns

KARREN VERGARA | FRIDAY, 29 MAY 2026

... moment, a lot of growth in China is driven by government policy to be self-sufficient - to be equivalent to the US in semiconductors and innovation," Taylor says. "A lot of that is driven by academics, whether it's private sector research or government ...

FEATURE: Global equities | Triaging tech's second act

RIDDHIMA TALWANI | WEDNESDAY, 8 APR 2026

... play an important role, Powell notes there will be growing opportunities in the infrastructure behind AI including semiconductors, power systems and critical enablers. Moore sees the power sector as an interesting bottleneck to find opportunities. He ...

Rapid AI adoption leads to heightened private market engagement: Nuveen

MATTHEW WAI | THURSDAY, 5 FEB 2026

... the sophistication with which investors are approaching it - appetite for exposure to cloud infrastructure and semiconductors remains strong, even as investors are also seeking more direct exposure to the energy production and transmission buildouts ...

China's two speed economies: Which one wins?

RIDDHIMA TALWANI | TUESDAY, 6 JAN 2026

... property and debt, Liu said the new economy is moving towards high-end manufacturing, technological advancement from semiconductors to AI, robotics and renewable energy. Lin noted that currently Robeco is focusing on three key themes of consumption recovery ...

South Korea looks to Australia for next sovereign wealth fund

JAMIE WILLIAMSON | FRIDAY, 12 DEC 2025

... September it was announced it would be scaled up, with a focus on investing in key strategic industries such as semiconductors, biotechnology, vaccines, hydrogen, and future mobility.

Global X China Tech ETF in the works

ANDREW MCKEAN | THURSDAY, 1 MAY 2025

... research capabilities are now translating into "operational scale" across multiple sectors. Global X noted that in semiconductors, China has repositioned its focus around "commercially viable technologies," accelerating investment in mature nodes, power ...

Splintered globalisation a boon for AI, metals, EVs: PGIM

KARREN VERGARA | MONDAY, 24 MAR 2025

... a "national winner" for its broad metals and minerals. PGIM predicts that artificial intelligence and advanced semiconductors offer ample opportunity for investors despite tariffs and restrictions. "Advanced computer chips are essential for cutting edge ...

The top investment funds over the past year

ANDREW MCKEAN | FRIDAY, 10 MAY 2024

... return. The fund invests in companies that will benefit from the adoption of tech-enabled devices that require semiconductors, including those involved in the development and manufacturing of semiconductors. Its largest holdings are NVIDIA, Taiwan Semiconductor ...

Sony to list financial services business

KARREN VERGARA | WEDNESDAY, 24 MAY 2023

... place within the next two to three years. Sony's businesses predominantly operate in entertainment, electronics and semiconductors. The entertainment unit comprises music, pictures, and game and network services. The life insurance offering launched ...

The unprecedented economic forces shaping the world

ANDREW MCKEAN | THURSDAY, 23 FEB 2023

... the box" thinking. Secular drivers include commodities such as copper, lithium, nickel, cobalt, rare earths, and semiconductors, which are necessary for the digital age. The capital goods required to build a new age will also be in high demand, he sa ...

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BT appoints new head of strategy

KARREN VERGARA | 10:47AM

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI | 12:24PM

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI | 12:21PM

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO | 12:09PM

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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