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Podcast: Monetary Matters with Jack Farley
Episode: The Era of AI Semiconductor CapEx | Angus Shillington & Nick Frasse (Fireside Chat)
Description: This episode of Monetary Matters is a Sponsored Fireside Chat brought to you by VanEck.
Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHJack
Learn more about the VanEck Fabless Semiconductor ETF (SMHX): http://vaneck.com/SMHXJack
The AI revolution has spurred a growth in capital expenditure on semiconductors the scale of which the world has never seen before. Today Jack explores this phenomenon in a sponsored Fireside Chat with VanEck’s Angus Shillington and Nick Frasse. Shillington, lead semiconductor analyst an...