Semiconductor Research Head: AI Trade 'Remarkably Resilient' Despite Rising Rates

Technology Hardware and Semiconductor Research Head at Rothschild & Co Redburn Timm Schulze-Melander joins Bloomberg's Anna Edwards and Guy Johnson. "We are in the middle of a very powerful platform change and so far it has actually proven very resilient to rising rates, to supply-demand constraints, etc. It's been remarkably resilient," he says on "The Opening Trade."