“AI algorithms powered by advanced semiconductors are turning pattern-spotting into a real-time commodity,” Zhang said.

As technological innovation, combined with labour shortages, drives the growth of AI and robotics, potential investment opportunities are emerging in semiconductor manufacturing.

Many companies are increasing investment in warehouse robotics for tasks such as making orders, picking, sorting, and packaging, with the market forecast to grow to $25 billion by 2028.

“They shorten decision cycles, broaden alternative data sets, and shift value from traditional stock-picking to infrastructure-selecting – owning the picks and shovels of the new compute economy, while robotics automates both front-and back-office workflows,” Zhang said.

China is a key market leading global AI development, according to Zhang.

Named one of the five ‘AI pioneers’ in a BCG study spanning 73 global economies, China is leading global development across the sector.

“Beijing is pivoting from ‘world’s factory for products’ to ‘world’s factory for algorithms.’ Its AI-first industrial policy links sovereign cloud platforms with hardware self-reliance,” she said.

This re-wires global supply chains: upstream demand for critical minerals soars, mid-stream assembly migrates to ASEAN, and downstream competition in EVs and robotics intensifies in Europe and Latin America, according to Zhang.

“For investors, although China’s move spans the entire value chain, it opens niches in enabling software, ESG-grade minerals, and cross-border data services,” she added.

Zhang will join other leaders from Betashares and Main Sequence for a panel discussion on investing in the intelligence economy through the lens of China’s sector dominance.

To hear Zhang speak further on investment in emerging technologies, come along to the Australian Wealth Management Summit 2025.

Run in partnership with Principal Partner, Metrics, the summit will take place on Friday, 22 August 2025, at Sofitel Sydney Wentworth. Click here to buy tickets.

To learn more about the summit, including the agenda and speakers, click here.