Cashing in Your Chips: Tech Obsolescence, Credit Risk, and Asset Lifecycles
11 Jun 2026
P1-14
Track B
Examining how accelerating technology cycles are reshaping credit risk across securitised assets, including semiconductors, EVs and technology-dependent infrastructure; assessing how shifts in chip architecture, performance benchmarks and energy efficiency are undermining traditional assumptions around asset life, residual values and refinancing; and exploring where existing valuation, stress testing and due-diligence frameworks are being challenged by rapid technological change.
