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The Global Battle for Chips
Manage episode 433800757 series 2914554
Two seismic forces that are shaping our world--deglobalization and digitization--are colliding over a single inflection point: semiconductor chips. Chips are the building blocks of the global economy, an irreplaceable enabler of tens of trillions of dollars of annual economic activity. Geopolitically, the stakes could not be higher.
In this conversation, recorded at the NOW Conference in June 2024, Ben Bayat speaks with Chris Miller, author of Chip War: The Fight for the World's Most Critical Technology. They discuss the true marvel that is semiconductor manufacturing, the remarkably complex supply chain and its risks, the CHIPS act, the state of the global semiconductor industry, and the precarious national security implications of our collective reliance on these diminutive components.
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The views and opinions expressed in this podcast are those of the speaker(s) and do not necessarily reflect those of Brown Advisory. These views are not intended to be and should not be relied upon as investment advice and are not intended to be a forecast of future events or a guarantee of future results. The information provided in this podcast is not intended to be and should not be considered a recommendation or suggestion to engage in or refrain from a particular course of action or to make or hold a particular investment or pursue a particular investment strategy, including whether or not to buy, sell, or hold any of the securities mentioned. It should not be assumed that investments in such securities have been or will be profitable. There is a risk that some or all of the capital invested in any such securities may be lost. This piece is intended solely for our clients and prospective clients, is for informational purposes only, and is not individually tailored for or directed to any particular client or prospective client.
ESG considerations are one of multiple informational inputs into the investment process, alongside data on traditional financial factors, and so are not the sole driver of decision-making. ESG analysis may not be performed for every holding in every strategy. ESG considerations that are material will vary by investment style, sector/industry, market trends and client objectives. Certain strategies seek to identify issuers that they believe may have desirable ESG outcomes, but investors may differ in their views of what constitutes positive or negative ESG outcomes. As a result, certain strategies may invest in issuers that do not reflect the beliefs and values of any particular investor. Certain strategies may also invest in companies that would otherwise be screened out of other ESG oriented portfolios. Security selection will be impacted by the combined focus on ESG assessments and forecasts of return and risk.
35 episódios
Manage episode 433800757 series 2914554
Two seismic forces that are shaping our world--deglobalization and digitization--are colliding over a single inflection point: semiconductor chips. Chips are the building blocks of the global economy, an irreplaceable enabler of tens of trillions of dollars of annual economic activity. Geopolitically, the stakes could not be higher.
In this conversation, recorded at the NOW Conference in June 2024, Ben Bayat speaks with Chris Miller, author of Chip War: The Fight for the World's Most Critical Technology. They discuss the true marvel that is semiconductor manufacturing, the remarkably complex supply chain and its risks, the CHIPS act, the state of the global semiconductor industry, and the precarious national security implications of our collective reliance on these diminutive components.
---
The views and opinions expressed in this podcast are those of the speaker(s) and do not necessarily reflect those of Brown Advisory. These views are not intended to be and should not be relied upon as investment advice and are not intended to be a forecast of future events or a guarantee of future results. The information provided in this podcast is not intended to be and should not be considered a recommendation or suggestion to engage in or refrain from a particular course of action or to make or hold a particular investment or pursue a particular investment strategy, including whether or not to buy, sell, or hold any of the securities mentioned. It should not be assumed that investments in such securities have been or will be profitable. There is a risk that some or all of the capital invested in any such securities may be lost. This piece is intended solely for our clients and prospective clients, is for informational purposes only, and is not individually tailored for or directed to any particular client or prospective client.
ESG considerations are one of multiple informational inputs into the investment process, alongside data on traditional financial factors, and so are not the sole driver of decision-making. ESG analysis may not be performed for every holding in every strategy. ESG considerations that are material will vary by investment style, sector/industry, market trends and client objectives. Certain strategies seek to identify issuers that they believe may have desirable ESG outcomes, but investors may differ in their views of what constitutes positive or negative ESG outcomes. As a result, certain strategies may invest in issuers that do not reflect the beliefs and values of any particular investor. Certain strategies may also invest in companies that would otherwise be screened out of other ESG oriented portfolios. Security selection will be impacted by the combined focus on ESG assessments and forecasts of return and risk.
35 episódios
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