Russia-Ukraine War will accelerate Western localization of semiconductor production

30 March 2022 | By Applied Research Investments

By Jonathan Mzengeza, Portfolio Manager at Applied Research Investments The Russia-Ukraine war has brought globalization in distributed industrial supply chains to the forefront. Semiconductor equipment manufacturers have built very distributed supply chains all over the world. Justifiably much of the focus has been on the war’s impact on oil, however we believe its impact on semiconductors is likely to become...

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Russia-Ukraine War will accelerate Western localization of semiconductor production

By following this link, you are now leaving the website of Applied Research. The site you are entering is not controlled by Applied Research, and Applied Research is not responsible for its content or your use of it.

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You are leaving the website of Applied Research Canada. Please note that Applied Research USA does not provide investment advisory services, in Canada or to Canadian persons. Investment advisory services for Canadian persons are provided by Applied Research’s Canadian affiliates.

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You are leaving the website of Applied Research USA. Please note that Applied Research Canada does not provide investment advisory services, in USA or to U.S. persons. Investment advisory services for U.S. persons are provided by Applied Research Investments and U.S. affiliates.

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