Money and Me: What's shaking up semiconductor value chains?

Money and Me: What's shaking up semiconductor value chains?

The semiconductor market is a key one to watch because chips play such a vital role in new and emerging technologies like IoT, 5G and AI. Whether its Texas Instruments, Taiwan Semiconductor Manufacturing, NVIDIA or a semiconductor ETF that balances both foreign and US makers you are considering, what impacts chipmakers given the uncertainty of trade talks?

Michelle Martin speaks with the author of a report that's gaining attention from leading companies and policymakers around the world. Alex Capri, Visiting Senior Fellow at National University of Singapore Business School shares how policies from China and the US could impact global supply chains and chipmakers.

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Episoder(3839)

Market View: Oil Shock, AI Wars & EV Reality Checks

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Wall Street explodes higher as hopes of a U.S.-Iran de-escalation sparked a powerful relief rally across global markets. But with the Strait of Hormuz still constrained, energy supply risks remain dan...

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Market View: Wall Street moving higher, AI hype meets reality & Eli Lilly eyes expansion beyond GLP-1

Market View: Wall Street moving higher, AI hype meets reality & Eli Lilly eyes expansion beyond GLP-1

AI optimism hits a reality check as Microsoft posts its worst quarter since 2008, raising doubts about near-term returns from massive AI investments. Competition from Google, OpenAI and Anthropic inte...

1 Apr 22min

Money and Me: $1,900 psf & the Safe-Haven SG Surge. Where is a smart bet in SG property today?

Money and Me: $1,900 psf & the Safe-Haven SG Surge. Where is a smart bet in SG property today?

Michelle Martin chats with the Chairman of real estate agency Crestbrick for insights into today's valuable property and prospects for future gains. A sold-out launch in Tampines and rising global unc...

31 Mar 24min

Market View: REIT Resets, AI Angst & A Contrarian Buy Signa

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A property trust is selling, and a millionaire is buying more of his own company. What signals are markets sending today? Markets are navigating a complex mix of asset sales, geopolitical tension, an...

31 Mar 25min

Money and Me: War’s Ripple Effects -What Investors Need to Remember

Money and Me: War’s Ripple Effects -What Investors Need to Remember

When geopolitical shocks ripple through supply chains and markets, what should investors hold onto? The war’s ripple effects are spreading - from energy disruptions hitting everyday businesses to grow...

30 Mar 25min

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