Age Of AI: Understanding The Semiconductor Industry

The rise of AI is fueling unprecedented demand for semiconductor chips, with companies like NVIDIA and AMD at the forefront. But what does this mean for investors?

In this episode of the Dollars and Sense Podcast, recorded at FSM Invest Expo 2025, we dive deep into the semiconductor industry with Tan De Jun, Portfolio Manager at iFAST Singapore.



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Chapters

• 1:15 Why Semiconductors Matter – How chips power today’s economy and AI growth
• 2:11 Semiconductors at the Forefront of Tech – Why the industry keeps advancing
• 4:20 AI & Semiconductor Industry – How AI is reshaping the chip market
• 7:13 Risks & Challenges – Key headwinds facing the semiconductor sector
• 9:17 Geopolitical Tensions & Trade Policies – The impact on global supply chains
• 12:01 Investment Metrics & Strategies – What investors should analyze before buying
• 13:11 Should You Invest? – Are semiconductors a must-have in a portfolio?