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AS OF13 JUN 2025
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INDUSTRY INTELLIGENCE

Follow the value chains.

Artificial IntelligenceSemiconductorsDefenceEnergyBankingAutomotiveHealthcareConstructionAgriculture

Semiconductors

+50.0%
1Y sector proxy
Important companies
TSMCNvidiaASMLSamsungSK Hynix
Commodity dependencies
CopperSilver
Country dependencies
South KoreaUnited StatesChina