Generation Etfs

Over the past two years, the global semiconductor shortage has impacted consumers’ ability to purchase virtually all electronic goods, from new cars to gaming consoles. Behind the scenes, a geopolitical race between the United States, China and other nations is underway to become semiconductor self-sufficient in order to protect supply chains and safeguard against national security concerns. National Bank Geopolitical Analyst Angelo Katsoras joins Horizons ETFs’ Mark Noble to discuss the re-shoring of manufacturing, how it could impact pricing and who is poised to win the struggle for semiconductor supremacy.