Three stocks helping to fix the semiconductor shortage

Ewan Markson-Brown, CRUX Asset Management, picks three semiconductor manufacturers that can profit from digitalisation and supply shortages

Taiwan Semiconductor HQ
Taiwan Semiconductor Manufacturing Company: a $600bn behemoth.
(Image credit: © SAM YEH/AFP via Getty Images)

We invest in exciting, fast-growing and innovative Asian companies. This means going on a journey in which we find and research companies in Asia (excluding Japan) that are trying to do something new and difficult and that are able to double sales and/or profit within three to five years.

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Ewan Markson-Brown

Ewan Markson-Brown is a fund manager at CRUX Asset Management