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Thematic Insights Tech Disruptors

Semiconductor Manufacturing: A Battle Over Tech Supremacy

The semiconductor equipment sector, which produces highly complex machines needed to manufacture chips, has found itself in the centre of a brewing political storm between the US and China. As the US moves to restrict exports of advanced manufacturing to China and build up its domestic capacity, the fallout and disruption to global supply will shape the industry for the coming decades.
Against this backdrop, we expect certain semiconductor equipment makers in the US, Europe and Japan, to benefit from this localisation trend. Learn more in our latest thematic insight.

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