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Are semiconductors the new utilities?

Allianz Global Investors

Due to both escalating trade tensions – most notably between the US and China – and its growing importance for the rapid development and implementation of artificial intelligence (AI), the semiconductor industry is currently top of the list of talking points for many market participants. And the recent election results in the US have certainly added a greater degree of uncertainty to the future trajectory of this sector.

Allianz Global Investors

Thursday 5th December 2024

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