Audio commentary – Worlds Apart: The chip industry's reshoring revolution

November 29, 2023 | Frédérique Carrier & Kent McClanahan


Frédérique and Kent discuss how current geopolitical shifts are impacting the semiconductor industry, and what opportunities may emerge for investors.

ear pods in page

Economic and national security concerns have countries striving to bring chipmaking back home. Frédérique Carrier, RBC Wealth Management’s Head of Investment Strategy for the British Isles and Asia, and Kent McClanahan, RBC Wealth Management’s Head of Responsible Investing, discuss the reshaping of the semiconductor industry and the opportunities arising from this strategy.

Listen here (approximately 11-minute duration).

For more, please see our “Worlds apart” article on the reshaping of the semiconductor industry.

Supporting Materials

RBC Capital Markets, LLC, is a wholly-owned subsidiary of, and separate legal entity from, Royal Bank of Canada. Royal Bank of Canada does not guarantee any debts or obligations of RBC Capital Markets, LLC

Required disclosures

Research resources

In Quebec, financial planning services are provided by RBC Wealth Management Financial Services Inc. which is licensed as a financial services firm in that province. In the rest of Canada, financial planning services are available through RBC Dominion Securities Inc.