Automotive semiconductors were once associated with electric vehicles theme, and their popularity rose and fell with the investor sentiment around EVs and self-driving cars.

However, the opportunity set has now expanded to include new markets such as AI, industrial automation and robotics, while the original demand drivers are showing signs of life.

Join Amati fund managers Mikhail Zverev and Graeme Bencke to discuss what lies ahead for this niche but essential industry.

We’ve also pulled together a short write-up on what we saw and how it feeds into the fund. Read the full article here.

⚠️ Warning: Capital at Risk. Professional Investors Only.