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BofA expects the global semiconductor market to nearly double by 2030. Here are a few semiconductor ETFs to consider.
Asian stocks diverged on Tuesday as South Korea's KOSPI struggled to shake off pressure on semiconductor shares while Japan's Nikkei 225 recovered, leaving the region's two most AI-sensitive markets moving in opposite directions ahead of key US and Japanese rate decisions. The KOSPI fell as much as 0.76% in early Seoul trading before paring most of the decline, extending a difficult stretch after Monday's sharp technology sell-off.
South Korea and the United States are discussing semiconductor investments in the U.S. as part of broader bilateral talks, a Seoul official told reporters on Friday.
The chairman of JPMorgan Asset Management's market and investment strategy warned on chip stocks within a day of their peak.
SMH delivered a jaw-dropping year, yet three semiconductor funds quietly left it in the dust by betting on corners of the chip market that most investors completely ignored.
The Trump administration is considering a new round of sweeping tariffs on semiconductors, Politico reported on Thursday citing eight people familiar with discussions.
Even as Wall Street's broader conviction on artificial intelligence holds firm, short-term positioning fatigue is threatening to unwind the market's most lucrative trade. Chip stocks face a sharp near-term drawdown risk, driven less by any operational stumble than by overcrowded portfolio bets colliding with macroeconomic pressure.
Franklin Equity portfolio manager Jonathan Curtis breaks down why he believes the semiconductor selloff doesn't signal a downturn, with AI demand remaining strong, chip supply still constrained and hyperscaler spending continuing to support the trade.