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Firetrail bets this chipmaker will trump US and Chinese rivals

Joanne Tran
Joanne TranMarkets reporter
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Annabel Riggs is portfolio manager of Firetrail Investments’ S3 Global Opportunities Fund. The firm oversees $5.1 billion in assets across Australian and global equities.

The fund owns TSMC. Are you concerned that the growing size of the Chinese semiconductor industry will impact its market share?

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Joanne Tran is a markets reporter for The Australian Financial Review in the Sydney newsroom. Connect with Joanne on Twitter. Email Joanne at jo.tran@afr.com
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    Original URL: https://www.afr.com/markets/equity-markets/firetrail-bets-this-chipmaker-will-trump-us-and-chinese-rivals-20250513-p5lyuy