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Audio commentary – Worlds Apart: The chip industry's reshoring revolution

Nov 29, 2023 | Frédérique Carrier and Kent McClanahan, CFA


Frédérique and Kent discuss how current geopolitical shifts are impacting the semiconductor industry, and what opportunities may emerge for investors.

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Frédérique Carrier and Kent McClanahan

Economic and national security concerns have countries striving to bring chipmaking back home. Frédérique Carrier, RBC Wealth Management’s Head of Investment Strategy for the British Isles and Asia, and Kent McClanahan, RBC Wealth Management’s Head of Responsible Investing, discuss the reshaping of the semiconductor industry and the opportunities arising from this strategy.

Listen here (approximately 11-minute duration).

For more, please see our “Worlds apart” article on the reshaping of the semiconductor industry.