Perspectives d'investissement
Commentaires macroéconomiques et perspectives d'investissement de professionnels de l’investissement de VanEck, dont le PDG Jan van Eck.
Perspectives d'investissement
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Thematic Investing Blog
21 March 2025
Read Time 4 MIN
AI-driven growth remains strong for the semiconductor industry, led by NVIDIA, Micron, and Intel. However, geopolitical tensions are reshaping supply chains, as seen in TSMC’s Arizona expansion.
Thematic Investing Blog
04 March 2025
Read Time 3 MIN
Following Nvidia’s recent earnings report, we discuss the rapid evolution of AI-driven semiconductor demand and the broader implications for the semiconductor industry and investors.
Thematic Investing Blog
28 January 2025
Read Time 5 MIN
As DeepSeek’s breakthrough AI news disrupts the semiconductor industry, understand the shift from training to inference and the impacts on dominant players like Nvidia.
Thematic Investing Blog
27 January 2025
Read Time 5 MIN
We unpack where we believe the semiconductor industry is headed, including the rise of hyperscalers, sectors poised to rebound, undervalued opportunities, and potential competitor pressures.
Thematic Investing Blog
24 December 2024
Read Time 3 MIN
Gain insights into 2025’s top tech trends and market opportunities. Learn what experienced investors should consider for smart tech investments.
