由于全球芯片持续短缺，台湾的半导体产业在全球经济中仍然保持前沿和中心地位。尽管美国已经通过《芯片与科学法案》，以借此提高竞争力，但美国芯片制造商想要超越亚洲的竞争对手，依然任重而道远。富兰克林邓普顿交易所交易基金全球指数投资组合管理负责人 Dina Ting 就台湾地区这一半导体产业主力军的投资潜力做出了一些思考。
COVID-19 疫情加速了许多现有的技术趋势，新兴市场则一直处于这一趋势的前沿。半导体芯片是许多技术进步的关键所在，能够为我们的手机、汽车等提供计算能力。我们的新兴市场股票团队讨论了疫情期间芯片短缺对全球经济的影响。
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