Let the chips fall where they may: Why investing in semiconductors will give portfolios more byte

Boom in disruptive tech worth taking advantage of

When most investors think about investing in technology leaders, it is the FAANGs, Tesla and other disruptors currently exciting the market. But there is a lesser-known group of businesses critical to next generation technology.

Like selling shovels in a gold rush, leading-edge semiconductor manufacturers provide the hardware big tech (and its big aspirations) cannot go without. Our consumption of data has increased at a phenomenal rate over the past two decades, and now 5G technology and next generation Wi-Fi is about to propel a new era of connectivity. 5G will allow us to send and receive more data at a faster pace - we will be streaming more content than we ever have, gaming experiences will improve, and there will be more augmented and virtual reality experiences. Networking opportunities: Who are the...