AI supply chain & semiconductor ETFs: Investing in the backbone of innovation
The world’s technological transformation is accelerating at breakneck speed, and at its core sits the semiconductor. Chips power everything from artificial intelligence (AI) and cloud computing to electric vehicles and home appliances. In 2025, the surge in generative AI and global supply chain shifts have put unprecedented focus on the companies designing, manufacturing, and supplying this essential technology. AI supply chain and semiconductor ETFs have emerged as critical investment vehicles for those aiming to tap into this multi-trillion-dollar, fast-evolving sector, combining growth opportunity with risk diversification. This article explores why these ETFs matter now, how they work, the massive trends fueling the industry, their strengths and risks, and the leading funds shaping the future.
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