By Michael Kokalari CFA, chief economist, and Thai Thi Viet Trinh, senior economist.

The search for supernatural compounders – a conversation with Andrew Hollingworth of Holland Advisors

In this video, Jamie Hossain, International Public Partnerships’s (INPP’s) lead portfolio manager, discusses the Sizewell C nuclear power station project, which, according to Amber Infrastructure, will deliver an additional source of reliable, low-carbon electricity for the UK and will be the first nuclear power project globally to be financed under the Regulated Asset Base model. Once operational, Sizewell C will provide around 3.2GW of reliable baseload power, which is enough to supply approximately six million homes or around 7% of the UK’s forecast electricity demand for decades to come.

In the ever-expanding semiconductor market, wafer materials play a critical role. Worth $630.5bn in 2024 (according to WSTS), the semiconductor market is expected to reach c $1,000bn by 2030 (McKinsey) and the industry is continually looking for materials that can shrink semiconductor sizes and lead to more energy-efficient chips. Currently, the most widely used base material for semiconductors continues to be silicon (Si). In this report, we highlight key market developments and outline the industry’s main suppliers, focusing on equipment manufacturers. We also explore other potential wafer materials, such as gallium nitride (GaN), gallium arsenide (GaAs) and silicon carbide (SiC).