16 June 2026 – Notes from Imec ITF World, “semiconductor industry’s best kept secret”
The semiconductor industry has become a foundation for the innovation across the economy, and the key driver behind the progress of AI.
The Amati Global Innovation team is just back from Imec ITF World 2026, a semiconductor technology conference that Jensen Huang of NVidia calls "the industry's best kept secret".
Join Amati fund managers Mikhail Zverev and Graeme Bencke as they discuss its key messages.
We’ve also pulled together a short summary of the discussion which you can read by clicking here.
⚠️ Warning: Capital at Risk. Professional Investors Only.