EMXETF has introduced the Emerging Markets AI Mag 3 ETF (EMAG), an actively managed fund targeting three key semiconductor companies: TSMC, Samsung Electronics, and SK Hynix. These firms are critical to the AI ecosystem as they supply advanced semiconductors and high-performance memory essential for AI computing power and data centers. Unlike many AI investments focused on software and applications, EMAG offers investors exposure to the foundational hardware enabling AI growth, highlighting the pivotal role of Emerging Markets in the global AI supply chain. This ETF provides a unique way to invest in the AI sector by focusing on the physical infrastructure rather than the more visible AI platforms and models.
The EMAG ETF focuses on semiconductor giants like TSMC, which on Pluang trades at USD 418.53 as of Oct 22, 2026 19:14 WIB, down 3.09% for the day. This price is closer to TSMC's 52-week high of USD 485.80 than its low of USD 275.06, indicating a relatively strong position within its yearly range. Notably, TSMC's market cap stands at $1.92 trillion, reflecting its significant role in the AI hardware supply chain highlighted by the ETF.
ByteDance, Alibaba, and Tencent have placed chip orders with Nvidia worth over $35 billion, exceeding what Nvidia can produce in a year. These orders are primarily for the RTX PRO 5500 graphics cards used in AI inference, with deliveries expected to ...
Taiwan Semiconductor Manufacturing (TSMC) continues to benefit from the growing demand for advanced AI chips, with 79% of its wafer revenue coming from cutting-edge 7nm and smaller nodes. Despite the volatility and heavy borrowing in the AI sector, T...
Taiwan Semiconductor Manufacturing Company (TSMC) reported a 17% quarter-on-quarter revenue increase to $46.8 billion in Q3 2026, driven mainly by higher wafer prices from new 3nm and 2nm contracts rather than volume growth. While short-term margins ...
The Corgi Lithography & Semiconductor Photonics ETF (EUV) is still recommended as a Buy due to strong demand for 2-nanometer technology, advanced lithography, and automation in semiconductor manufacturing. Key holdings like TSMC, ASML, and Lam Resear...
Taiwan Semiconductor Manufacturing Company (TSMC) is experiencing a significant stock pullback amid market fears, despite its dominant position in AI chip manufacturing and rapid revenue growth from advanced technologies. The company plans a substant...
