In this episode, Marcello Montanari, Managing Director & Senior Portfolio Manager, North American Equities and Rob Cavallo, Portfolio Manager, North American Equities provide insight into the semiconductor industry. In this episode, we talk about what semiconductors are, and how the industry is broken down. We also discuss some of larger companies in this space. Marcello and Rob end with providing an outlook for the industry as we make our way through 2024.