Identifying Trends Impacting the Semiconductor Industry | Real Talk with Rob Tavi Ft. Dennis Reed, Senior Research Analyst at Edgewater Research | Episode 70

Due to recent global events such as geopolitics and the covid-19 pandemic, uncontrollable factors like supply chain disruptions have changed the semiconductor industry making it difficult for companies to maintain stable supply chains and advance their business strategies. In this episode of the Real Talk with Rob Tavi, Edgewater Research's Senior Research Analyst Dennis Reed talks about some of the key trends in the semiconductor market that drives its growth today. He also shares why he thinks now is an ideal time to invest in the industry and the future risks. Tune in and join the conversation as we dig into the semiconductor's path to becoming a trillion-dollar business Edgewater Research was founded in March 2018 as an independent equity investment research provider and market intelligence company. The company seeks inspiration from rising to the challenges of a dynamic and competitive industry, continually striving to be an essential and trusted provider to the clients it serves. Founded by seven partners with deep channel research experience, Edgewater Research's mission is to provide independent equity investment research and market intelligence that helps investors make better decisions.