Member-only story
Opportunities in Asian Semiconductor Investments Post-COVID
Strategies for Investing in Asian Tech Amidst Supply Chain Disruptions
The global semiconductor shortage has shaken industries to their core. This disruption in the supply of chips — tiny but critical components — has affected everything from smartphones to cars, with the ripple effects extending to stock markets worldwide. Asia, a powerhouse for semiconductor manufacturing and technology innovation, has been at the heart of this storm. Given the centrality of Asian tech companies in the global supply chain, the semiconductor shortage has created a highly volatile investment environment. Yet, with volatility comes opportunity.
In this article, I aim to guide you through this complex landscape by exploring the impact of the semiconductor shortage on the Asian tech industry. I will offer insights into historical data, analyse the root causes, and present strategies to help investors navigate this challenging market. By the end, you’ll have a better understanding of how to position yourself in Asian tech stocks amidst this turmoil.
Understanding the Semiconductor Shortage
The semiconductor shortage isn’t a sudden or isolated event — it has deep, multifaceted roots that stretch back years. One of the primary drivers was the onset of the COVID-19 pandemic. As countries…
