Semiconductors
Semiconductor industry ETFs and chip sector analysis.
Latest Semiconductors articles
Samsung, SK Hynix Memory Inventories Fall. Supply Squeeze Could Mean Gains For ETFs
Samsung and SK Hynix memory inventories have dropped below 10 days of supply as AI infrastructure spending surges. KB Securities warns 2027 could bring historic supply tightness in the memory market.
South Korea's AI Stock Boom Unravels as Leveraged ETFs Come Under Scrutiny
South Korea's equity market experienced a dramatic 44% collapse in 40 days after surging 135%, with leveraged ETFs amplifying both the rally and subsequent decline in semiconductor giants SK Hynix and Samsung Electronics.
AGIX ETF vs. AIPOWR ETF: Complements, not foes.
AGIX and AIPOWR ETFs offer complementary exposure to AI's two major layers. AGIX focuses on AI intelligence (chips, software, platforms), while AIPOWR targets infrastructure (data centres, power grids). Together they provide comprehensive AI investment access via ADX.
AGIXUS
AIPOWRAE
TSMC Revenue Jumps 37% as the AI Surge Sends a Clear Signal
TSMC reported NT$401.3 billion in January, showcasing a 37% year-on-year revenue growth driven by AI chip demand.
Semiconductor Surge: How TSMC and ASML’s AI Momentum is Reaching the GCC
The U.S. earnings season is underway. The stellar performances of semiconductor powerhouses Taiwan Semiconductor Manufacturing Company (TSMC) and ASML Holding, fuelled by the relentless demand for artificial intelligence (AI) chips, are reverberating through global markets.While these companies are headquartered in Taiwan and the Netherlands, respectively, their success has a significant, albeit indirect, connection to […]