Mid Wynd International Investment Trust plc: uncovering opportunities in the semiconductor industry

Varun Rajwanshi, Research Analyst at Lazard Asset Management, investment manager of Mid Wynd International Investment Trust plc (MWY), explores the transformative role of artificial intelligence in the technology industry and the opportunities it presents for long-term investors. He highlights the pivotal role of semiconductors, focusing on companies such as TSMC, ASML, and VAT Group that hold dominant market positions and sustainable competitive advantages.