Invesco PHLX Semiconductor ETF (SOXQ)

investors see more demand for AI hardware, which makes these three sector-specific ETFs an attractive way for investors to get exposure to chip stocks

AI chip stocks rally on news of Taiwan Semiconductor's upbeat quarterly report and new US regulations on chip exports to China, impacting companies like Nvidia and Apple.

Nvidia's customers include Microsoft, Amazon, Google, and Meta Platforms. Their orders worth $10 billion were postponed due to overheating issues.

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.

Semiconductor chip stocks, including Nvidia, AMD, Broadcom, TSM, STM, MRVL, MU, ARM, and SMCI surged ahead of CES, boosted by Microsoft's $80B AI investment and Foxconn's record revenue.

Taiwan Semiconductor plans to build two new wafer fabs in Kaohsiung by 2025, adding 8,000 jobs and commercializing advanced processes.

At the heart of the legal spat is Qualcomm's 2021 acquisition of NUVIA. Arm wants Qualcomm to destroy the chip designs it inherited.

Chip stocks, including Nvidia, AMD, Marvell, Micron, TSM, ARM, trading higher in sympathy with Broadcom's mixed Q4 results.

Marvell introduces 1.6 Tbps LPO chipset to enable high-bandwidth, short-reach compute fabric connections.

AMD set to report Q3 2024 earnings with expectations of 31% increase in EPS and 16% growth in revenue. Mixed reactions in stock prices despite positive track record.

Nvidia (NVDA) launches new AI models, faces competition from Microsoft, Google. Stock drops 4% as China urges companies to use domestic chips.

Semiconductor, hardware, and AI stocks led by Nvidia, AMD, and TSM continue to pull back as earnings disappoint and demand concerns persist.

Nvidia stock dipped after earnings and is now down double digits from recent highs.

Semiconductor stocks saw a surprising surge, despite Nvidia's outlook not meeting investors' high expectations.

Broadcom launched Rally Anywhere, their enterprise agility platform with data sovereignty and security features.

Broadcom launched VMware Cloud Foundation 9, a unified private cloud platform that offers the scale and agility of a public cloud with the security, resilience, and performance of a private cloud.

Here are five technology ETFs that have been leading the way higher over the past week.

Chip stocks lead market decline as US considers stricter semiconductor sanctions against China, impacting companies like Nvidia and AMD.

Nvidia and AMD stocks rise on AI demand, while Taiwan Semiconductor is expected to report a 30% rise in profit. Investor predicts Nvidia could reach $50 trillion market cap in a decade.

Taiwan Semiconductor reported strong Q2 revenue, beating expectations due to high demand for AI applications. Its ADRs hit a record high of $192.79 and stock gained 85% in last 12 months.

Nvidia recently reached a new milestone, surpassing $3 trillion in market capitalization. There are six ETFs with more than 10% exposure to Nvidia and more than $100 million of AUM: BOTZ, CHAT, SOXX, SMH, FTXL and SOXQ.

Semiconductor industry reaches $6.3 trillion valuation driven by AI. Nvidia becomes 3rd largest company. Broadcom, Arm, and Qorvo top gainers.

TSMC plays crucial role as Chinese AI firms face U.S. sanctions. China's dependency on TSMC highlighted, with two firms downgrading chip designs.

Arm Holdings aims to dominate Windows PC market with 50% share in 5 years, as Microsoft plans AI-enhanced PCs using Arm tech. Intel faces competition.