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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.
Learn more about your ad choices. Visit megaphone.fm/adchoices
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.
Learn more about your ad choices. Visit megaphone.fm/adchoices