Chip off the old block: The semiconductor comes of age

Capital Ideas podcast · Apr 19, 2019 · 40m

Not only has the semiconductor played an essential role in the proliferation of technology over the past half century, but the companies that design and make microchips have had to adapt to the changing demands of a constantly evolving sector. Investment analyst Isaac Sudit offers insight into these companies as well as perspective on how semiconductors have changed our lives as consumers.

Isaac Sudit is an equity investment analyst with 20 years of investment experience, 13 at Capital Group. He covers the semiconductor industry in the U.S. and Europe, as well as global semiconductor…