Portfolio managers Walter Price and Mike Seidenberg give an update on how the third quarter of 2021 has played out for the technology sector and whether supply chain issues being witnessed around the world will be a headwind for technology or spur further innovation.
Summary
This update from Silicon Valley looks at the push and pull between those companies making their own chips and those buying external chips. The implications of China’s and other nations’ regulatory crackdowns on some of the largest tech firms are also discussed.