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#ideas2invest

24 September 2021

Positive pulse check in ASEAN semiconductors

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A 5 minute read
Story of the day

Despite continued market volatility, the Technology continues to outperform, especially in ASEAN. We expect the semiconductor industry to shine, thanks to the increased demand for 5G, electric vehicles, and artificial intelligence. We take a closer look at the semiconductor space to seive out where the winners are.

Discover winners among ASEAN semiconductors
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What does this mean for your portfolio?

As a result of how people have changed the way they work, play, and live, we think that the semiconductor sector is riding on a prolonged supercycle, and is a long-term growth theme to have in your investment portfolio.

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Sustained end-market demand

We see more room for growth in the semiconductor space. We continue to pick AEM, UMS, Frencken, and Inari.

If you are interested to find out more, please contact your RM.

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