WAM Global (ASX: WGB) Deputy Portfolio Manager William Liu, shares insights from his recent trip to Taiwan and Shanghai, focusing on the dynamic semiconductor landscape. He discusses China’s efforts to overcome export controls and its reliance on advanced packaging solutions. Highlighting Marvell Technologies (NASDAQ: MRVL), he explains its pivotal role in the AI data centre ecosystem, particularly in interconnects and custom silicon business, offering promising growth opportunities. Discover how trends in localisation and application-specific integrated circuits are shaping the future, with Marvell poised to play a significant role in this evolving industry landscape.
WAM Global
WAM Global: Insights from Taiwan and Shanghai
