The future is electric cars, 5G and IOT connected devices. Not many ASX listed companies have a direct link to semiconductor exposure. I think BRN designs neuro process chips. Atomera/MST has proven to make older chips faster and increases production yields. DYOR
https://theconversation-com.cdn.ampproject.org/v/s/theconversation.com/amp/how-the-world-ran-out-of-semiconductors-156532?amp_js_v=a6&_gsa=1&usqp=mq331AQFKAGwASA%3D#aoh=16150693910921&csi=0&referrer=https%3A%2F%2Fwww.google.com&_tf=From%20%251%24s&share=https%3A%2F%2Ftheconversation.com%2Fhow-the-world-ran-out-of-semiconductors-156532
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