Welcome to Equity.Guru’s Roundtable where our writers weigh in on the pros and cons of a spotlight company, break out where they see value, and help you avoid public markets pitfalls.

Today, we focus on the semiconductor sector and discuss four Canadian contenders in the space: Spectra7 Microsystems (SEV.V), POET Technologies (PTK.V), Quantum Numbers (QNC.V) and Micromem Technologies (MRM.C).

Enjoy!