The Intertwined Worlds of Cryptocurrencies and Semiconductors
The global chip production industry is currently facing an unprecedented shortage, likely the biggest one in its history. Limited semiconductor production impacts not only the consumer electronics sector but also the already volatile world of cryptocurrencies. How do we weigh up environmental concerns about blockchain in this complex equation? Portfolio managers Tomasz Godziek and Daniel Lurch explain the connections between cryptocurrencies and semiconductors and talk about the expected developments in this area.