AAA In-Depth – Page 2

5G starts to pull telecoms sector out of investment doldrums

Photo by Robert Gale on Unsplash

Two main forces are shaping investment in the telecoms sector. On the one hand, one of the most active telecoms sector investors, SoftBank, has suffered $23bn losses, as reported by the New York Times, and is pulling back on investment activity. At the same time, 5G telecoms networks are finally becoming extensive enough to create… Continue reading 5G starts to pull telecoms sector out of investment doldrums

Semiconductors: “Tectonic shifts” are reviving investor interest

Corporate investors are looking at silicon photonics, AI chips and semiconductor packaging as the hot new areas for investment.   Dede Goldschmidt has worked in venture capital for decades but does not remember seeing so many potential investment opportunities. “We have a significant pipeline of potential semiconductor-related investments. It is quite amazing. I don’t recall… Continue reading Semiconductors: “Tectonic shifts” are reviving investor interest

Renewable hydrogen takes centre stage in clean energy shift

  In May this year, the European Union (EU) set out its plan to eliminate its dependence on Russian fossil fuels by 2030. Its REPowerEU directive put hydrogen at the forefront of its clean energy transition. The €300bn ($310bn) strategy drastically scales up the use of renewable hydrogen, calling for the import of 10 million… Continue reading Renewable hydrogen takes centre stage in clean energy shift