The tech behind big tech - why semiconductors are like shovels in a gold rush Good Value | Pragmatic Value Investing

Investing in next generation technology doesn't necessarily require taking a bet on the disruption winners or relying on aspirational valuations. By investing in semiconductor manufacturing, investors can achieve robust exposure to the ongoing digitisation of modern economies. Alison Savas and Graham Hay discuss Antipodes' key semiconductor holdings; Taiwan Semiconductor Manufacturing Company and Samsung.