A deep dive—right to the atomic
level—of how semiconductors work and the potential implications for
the industry when Moore’s Law comes to an end.
Highlights
The transistor—a brief history
What is a semiconductor? Why are they
special? (Hint: atomic-level, laser precision manufacturing)
HSMC, ASML, Amazon, KLA, Samsung—what
the end of Moore’s Law might mean for various businesses in the
semiconductor value chain
Potential impacts to global
productivity
Will Rob continue to be underwhelmed
by iPhone upgrades?
About the Podcast
Listen as Mawer Investment Management Ltd. takes a deeper dive into the investment philosophy and strategies that have helped put the odds in their clients’ favour for over 45 years.