The Invesco PHLX Semiconductor ETF (SOXQ) has delivered a remarkable 181.74% return over the past year, driven primarily by heavy weights like NVIDIA, Broadcom, and AMD. This ETF offers low-cost exposure to the 30 largest U.S.-listed semiconductor firms, benefiting from the AI capital expenditure cycle and strong demand for AI chips. NVIDIA remains the top contributor despite export restrictions, while Broadcom and AMD also play key roles. Looking ahead, the fund's performance will hinge on cloud operators' spending, U.S.-China export policies, and growth in datacenter equipment investment.
NVIDIA CEO Jensen Huang highlighted a severe, multi-year AI-driven supply shortage affecting the entire chip and memory industry, signaling strong demand for companies like Micron and SanDisk. Despite recent stock drops, Huang's comments and NVIDIA's...
South Korea's KOSPI index fell sharply by about 7.25% early Monday, breaking its recent strong performance this year. The drop is linked to a 15% decline since last Tuesday, heavily influenced by major memory-chip companies Samsung and SK Hynix. The ...
Nvidia CEO Jensen Huang signed a new partnership agreement with South Korean memory-chip maker SK Hynix. Despite this, shares of SK Hynix and Samsung Electronics dropped over 10% each, reflecting investor concerns amid a cooling AI trade. South Korea...
NVIDIA and SK hynix announced a multiyear partnership to co-develop next-generation memory for AI systems, including NVIDIA's Vera Rubin supercomputers and other AI platforms. This deal aims to strengthen Korea's tech sector during a global chip mark...
SK Telecom announced plans to develop a gigawatt-scale AI Cloud in Korea powered by NVIDIA's DSX platform, with the first AI factory launching in 2027. This AI Cloud will support advanced AI workloads including sovereign, physical, and agentic AI ser...
