The Weekly Money Clip

Inside Taiwan’s AI & Semiconductor Boom: Exclusive Insights with Rhys Williams


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On today’s The Money Path, Todd Schoenberger sits down with Rhys Williams, Chief Strategist and Portfolio Manager at Wayve Capital, to bring exclusive insights from his recent trip to Taiwan. They explore the explosive growth of AI across consumer electronics, automotive, and industrial sectors — and why semiconductors remain at the heart of this revolution. Rhys breaks down the challenges of Taiwan’s tech supply chain, the impact of NVIDIA’s rapid product cycle, and the potential market shifts ahead. They also discuss the future of semiconductor manufacturing, Apple’s iPhone forecasts, and how enterprise adoption of AI is still just getting started. Tune in for a deep dive into what’s next for AI, semiconductors, and global markets.

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    📢 Disclaimer: The views and opinions expressed in this episode are those of the guests and hosts and do not necessarily reflect the official policy or position of CrossCheck Media or Biz Talk Today TV. All content is for informational purposes only and should not be construed as financial, legal, or investment advice. Viewers are encouraged to conduct their own due diligence and consult with a licensed professional before making any financial decisions. A buyer-beware approach is always prudent.

    #AI #Semiconductors #TaiwanTech #Nvidia #Apple #StockMarket #Investing #TechInnovation #WayveCapital #TheMoneyPath #ToddSchoenberger #BTT #FinancialInsights #TechInvesting

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    The Weekly Money ClipBy Evergreen Podcasts | CrossCheck Media