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 direct access to a niche group of dominant Asian manufacturers like Murata and Samsung Electro-Mechanics, which are not covered by broad semiconductor ETFs like SOXX or SMH. While CCML offers a unique exposure to a critical but overlooked part of the tech supply chain, it is very new with limited trading history, potential liquidity issues, and concentrated geographic risks. It is best suited as a small satellite holding for investors already owning broad semiconductor funds who want targeted exposure to the MLCC market.
SOXX and SMH ETFs represent broad semiconductor exposure, trading at USD 524.05 and USD 564.17 respectively as of Sep 18, 2026 20:31 WIB. SOXX shows a 1-day gain of 0.95%, while SMH is up 0.65%. Both ETFs have strong market caps of $41.37B and $72.40B, with Pluang investors mostly buying SOXX and a mix of buying and selling SMH.
The iShares Semiconductor ETF (SOXX) remains a Hold despite a $22 billion AI infrastructure financing led by Crux AI, focused on Google's TPUs. This signals growing AI infrastructure spending but benefits SOXX unevenly, favoring companies like Broadc...
The iShares MSCI South Korea ETF (EWY) has surged 147.83% over the past year, led by heavy exposure to Samsung and SK hynix, which benefit from strong demand for AI-related memory chips. Nearly half of EWY's holdings are concentrated in these two com...
