The AI market is moving away from excessive hardware accumulation toward a phase focused on agentic inference and capital efficiency. This transition benefits AI application software and capital-efficient companies, making AI software ETFs like IGV a strong buy due to under-ownership and margin growth potential. Meanwhile, semiconductor ETFs face challenges like margin compression and credit risks, despite being heavily owned. Specialized power infrastructure and memory stocks also present promising opportunities as AI data center demands evolve.
Following the shift in the AI market toward software and capital efficiency, semiconductor ETFs like SMH and SOXX show positive momentum on Pluang. As of Sep 19, 2026 21:51 WIB, SMH trades at USD 573.00 with a 1-day gain of 2.23%, while SOXX is priced at USD 533.07, up 2.69% for the day. Despite the sector's challenges mentioned in the news, Pluang users hold SMH for an average of 98 days and show a balanced sell-to-buy order ratio, whereas SOXX sees a higher buy interest with 90% buy orders and a shorter typical hold time of 43 days.
iShares Semiconductor ETF and VanEck Semiconductor ETF are recommended as strong buys due to robust capital investment driven by AI infrastructure and sector demand outpacing the broader market. The AI buildout is attracting unprecedented capital int...
The newly launched KCHP ETF isolates Korean semiconductor stocks, mainly Samsung and SK Hynix, providing targeted exposure to the AI memory cycle without the dilution from other Korean industries. It carries a higher fee (0.65%) than broader semicond...
Roundhill launched the CCML ETF on September 9, 2026, focusing exclusively on multilayer ceramic capacitors (MLCCs) and related electronic components essential for AI servers, electric vehicles, and smartphones. This ETF provides U.S. investors direc...
The Defiance Global Foundries ETF (AIFR) debuted in a market focused on semiconductor manufacturing, offering investors exposure to the foundry segment of the chip supply chain. Trading on Nasdaq with a 0.71% expense ratio, AIFR's performance is high...
