A key part of Platinum’s investment process is to look for areas of change that are underappreciated by the market. One such area is the power semiconductor market. The wide adoption of electric vehicles and the transition to green energy will have a profound effect on this market and our lives, with the No. 1 manufacturer, Infineon Technologies, just one of many companies that have captured our attention, as Jimmy Su explains.
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DISCLAIMER: The above information is commentary only (i.e. our general thoughts). It is not intended to be, nor should it be construed as, investment advice. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. Before making any investment decision you need to consider (with your financial adviser) your particular investment needs, objectives and circumstances.