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To: Goose94 who wrote (109673)	7/8/2021 2:04:55 PM
From: Goose94	Respond to of 202710

VanEck Vectors Semiconductor ETF (SMH-Q) top pick from John Zechner on BNN.ca Market Call thirsty Thursday July 8th @ 1200ET This ETF encompasses the largest global players in the chip industry, with five per cent+ positions in Taiwan Semiconductors, Intel, LAM, Texas Instruments, Applied Materials, Broadcom and Qualcomm. We view the semis as the ‘industrial sector’ of the next age of growth and should be a part of any growth portfolio. We have seen extraordinary demand for semiconductors over the past year due to the effects of the pandemic as the work-from-home era has spurred sales of laptops, cell phones, appliances, autos and other personal use items, all of which come with customized chips. The excess demand and supply chain issues lead to a shortage, which has most negatively impacted auto sales, but these shortages are easing. The growth of cloud servers and 5G communications will further spur growth in this industry. Valuations are high relative to the past, but the growth trajectory also looks more secure.

To: Goose94 who wrote (109673)	8/9/2021 1:59:20 PM
From: Goose94	Read Replies (1) \| Respond to of 202710

Taiwan Semiconductor Manufacturing Company (TSM-NY) top pick from Shane Obata on BNN.ca Market Call Monday Aug 9th @ 1200ET Taiwan Semiconductor Manufacturing (TSM) is the world’s leading foundry. The company controls >60 per cent of global market share and has the most advanced technology. TSM’s sustainable advantage comes from strong execution leading to consistent demand. This allows for continued investment into R&D, which allows the company to maintain its technological leadership. TSM is well positioned for long-term growth, with high performance computing expected to take over as the main driver of demand post the smartphone era. Also significant upside potential from auto electrification, etc. The bottom line is that TSM is more likely to extend its lead than to let Intel catch up.