Ty Archibald, Analyst in Alphinity’s Global Equities team, discusses the key technology trends shaping markets in 2026, including the rapid buildout of AI infrastructure and the resulting demand for memory, power management and data centre capacity. He shares insights on emerging winners across hardware and software, the impact of supply shortages on earnings, and how Alphinity is positioned to capture opportunities in areas such as memory, semiconductors, cybersecurity and data infrastructure.
Ty Archibald
Research Analyst
Global Webcast: Diverging performance of Technology Subsectors
< 1 minute read time
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