Brian Colello explains the risk in the #semiconductor industry.

Catch up on the semiconductor industry's outlook, valuation, and economic moats with Morningstar’s Brian Colello. Show Notes 00:00 Introduction 01:00 Different Types of Semiconductor Chips 03:23 Emerging Technology and Themes in the Semiconductor Industry 05:35 Types of Economic Moats in the Semiconductor Industry 09:05 Morningstar's Valuation of Semiconductor Space Today 11:26 Attractive Opportunities in Semi Stocks with Direct AI Exposure 14:01 Risks to the Semiconductor Industry Today 16:58 How Does the U.S. CHIPs Act Impact the Semiconductor Industry?

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