DiscoverActive InsightsThe Semiconductor Industry and the Supply Chain with Andrew O’Brien
The Semiconductor Industry and the Supply Chain with Andrew O’Brien

The Semiconductor Industry and the Supply Chain with Andrew O’Brien

Update: 2021-07-09
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Description

In this episode, Chris speaks with Andrew O’Brien, Putnam’s Assistant Director of Equity Research, where he focuses on fundamental analysis and valuation of companies in the semiconductor, hardware, and software industries.  During the conversation, they touch on many topics, including: 

  • The current semiconductor landscape
  • Supply chain issues
  • Geopolitical problems
  • The average semiconductor cycle
  • How to solve the capacity issues
  • Pricing issues
  • Potential long-term winners


This material is for informational and educational purposes only. It is not a recommendation of any specific investment product, strategy, or decision, and is not intended to suggest taking or refraining from any course of action. It is not intended to address the needs, circumstances, and objectives of any specific investor. This information is not meant as tax or legal advice. Investors should consult a professional advisor before making investment and financial decisions and for more information on tax rules and other laws, which are complex and subject to change.  

The S&P 500 Index is an unmanaged index of common stock performance.

All funds involve risk, including the loss of principal. You can lose money by investing.

To view additional information including performance and holdings, please visit the Putnam Research Fund page found on putnam.com. 

Investors should carefully consider the investment objectives, risks, charges, and expenses of a fund before investing. For a prospectus, or a summary prospectus if available, containing this and other information for any Putnam fund or product, call your financial representative or call Putnam at 1-800-225-1581. Please read the prospectus carefully before investing.

 

Putnam Retail Management                                                                                       AD1715859 7/21

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The Semiconductor Industry and the Supply Chain with Andrew O’Brien

The Semiconductor Industry and the Supply Chain with Andrew O’Brien

Putnam Investments