Part 10/11:
The semiconductor sector's consolidation has led to a few dominant firms steering the industry. The Philadelphia Semiconductor Index, comprising the 30 largest companies, has seen an 8.45% return year-to-date and a remarkable 60.13% over the past year, reflective of strong investor confidence in the sector's long-term prospects.
Conclusion: An Industry of Enduring Mega Trends
While hurdles such as supply shortages and geopolitical risks remain, the underlying mega trends for semiconductors—including digital connectivity, 5G, AI, and autonomous mobility—are resilient. The industry’s innovative capacity, coupled with strategic investments by global leaders and emerging players, suggests sustained growth in the coming years.