Semiconductor ETF (ASX:SEMI) review, ft. Kanish Chugh
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What is the Semiconductor ETF (ASX: SEMI) and why is it important?
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This podcast contains general financial advice only. That means it's not specific to you, your needs, goals or objectives. So don't act on the information until you've spoken with your financial advisor. You'll find our full disclosure, disclaimer and link to our financial services guide in the show notes. Ganesh, welcome back to the podcast, mate. It's always a pleasure.
Oh, yeah. Thanks for being back.
Today, we're going to talk about a really popular ETF that you and the team at ETF Securities have just launched, which is the Semi ETF, as most people know it. Investing in and around the semiconductor industry, it's a really interesting one, particularly coming out of the COVID pandemic. We see supply chain bottlenecks, lots of delays on people's favorite products, whether it's an iPad, or whether it's something for a car or anything basically electrical, people are thinking, when am I going to get this thing delivered? Most of us blame Australia Post, but sometimes it's other things that are impacting the supply chain way back kind of at the, I guess, the fulcrum of the internet technologies and just technologies, generally speaking.
And that is kind of in this microchip and semiconductor space. So let's just kick things off. Tell us a little bit about Sebi Conductors, what they are, the industry, and basically like what are the key kind of dynamics in this industry?
Yeah, so I think to start at the beginning, and you framed it correctly, semiconductors really lie at the heart of all electronics. So they're the brains of modern electronics. Anything that we use, the fact that your laptop, your phone, and more and more as we develop technology, from our vacuum cleaners, the smart TVs, even cars, as you said, are becoming more and more reliant upon semiconductor chips. so in reality you know the way you can see it is they are the bricks and mortar of the future um it's what you may think about in terms of what oil was to to the world or to from an industrial perspective as well because without semiconductor chips and without you know, constant development, you're not going to see advancements in technology and you're going to see potential slowdowns in production of many goods.
And we've already seen that because currently there is a chip shortage. You mentioned because of COVID-19, I think that's partly the reason. There wasn't just enough supply at the time and there was this big onset of demand as people started working from home, onset of tech, you know, driving personal electronics, but also from a car perspective, we're seeing that the use of semiconductor chips within cars is actually going to increase.
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