As artificial intelligence continues its relentless march, transforming industries and redefining technological capabilities, the foundational components powering this revolution—semiconductor chips—have become central to investment narratives. Among the specialized investment vehicles emerging to capture this growth, the VanEck Semiconductor ETF (NASDAQ: SMHX) stands out with its laser focus on fabless semiconductor companies deeply embedded in the [...]
Nvidia's $5 trillion valuation record is igniting momentum across semiconductor and AI-themed ETFs as investors chase the next leg of the chip supercycle.
VanEck is today celebrating two key milestones for its VanEck Fabless Semiconductor ETF (SMHX), which is marking its one-year anniversary and has also surpassed $100 million in assets.
Synopsys, Inc. (NASDAQ: SNPS) reported strong second-quarter results, beating revenue, gross profit, and adjusted EPS estimates. The company's outlook is also positive, with increased guidance for FY25. SNPS shares are up 4.23% premarket.
Broadcom teams up with Audi to launch the Edge Cloud 4 Production initiative powered by VMware software, aiming to improve factory automation and reduce hardware and manual operations.
Broadcom announced enhancements to VMware vDefend, offering improved security planning, streamlined management, and scalability for VCF users. These updates have already shown a 40% decrease in cyber breach risk and 25% decrease in security costs.
Broadcom (AVGO) expands its 200G/lane DSP PHY portfolio with Sian3 and Sian2M, addressing the growing demands for connectivity in AI/ML clusters. These advancements offer optimized power management and cost efficiency for 800G and 1.6T optical transceivers.
The OpenAI and Oracle Corp. partnership will launch the Stargate data center, with $100 billion investment in Texas. This will impact AI and semiconductor sectors, with ETFs like ARCA: AIS and NASDAQ: SMH positioned to benefit.
Apple's move to develop its own modem chips has investors closely watching Qualcomm in the semiconductor industry. ETFs with exposure to Qualcomm are noteworthy for tracking sector developments.
Biden admin plans to update export rules targeting advanced semiconductors, restrict access for China and other 'adversaries'. Nvidia and AMD may see impact, major ETFs heavily exposed to them.
