Invesco Semiconductors ETF

PSI

시가총액 US$25.3억

Few, if any, chip names have been left unscathed from the brutal selloff. But it's a chance to hunt for bargains.

US semiconductor stocks were ​set to lose $2 ‌trillion in market value on ​Thursday in ​the steep selloff since ⁠last week, ​driven by rising ​bets of an interest-rate hike and ​concerns over ​the cost of the ‌AI ⁠buildout.

Reported details about Anthropic's financial progress are adding to concerns about the health of the AI ecosystem.

CNBC's Jim Cramer said investors shouldn't give up on semiconductor stocks despite the recent sell-off, arguing that strong demand for chips continues to support the industry's long-term growth. Cramer highlighted Micron's long-term customer agreements and the expanding use of CPUs from Intel and AMD as reasons the sector's underlying fundamentals remain strong.

Designed to provide broad exposure to the Technology - Semiconductors segment of the equity market, the Invesco Semiconductors ETF (PSI) is a passively managed exchange traded fund launched on June 23, 2005.

The Philadelphia semiconductor index, known as SOX, on Friday rose to its highest level in three months.

Despite a weak September for broader markets, shipping, rate hedges, oil and semiconductors delivered strong ETF gains.

China's influence on semiconductor demand is fading, as the Xi visit brought no chip news, and chip stocks still rallied on AI spending. Nvidia's outlook assumes no China data center sales, and ASML's China share fell to 14%, yet both still forecast strong growth.

One rival semiconductor ETF has quietly lapped the most popular chip fund on the market over the past year, and the reason comes down to a single position that most investors never think to question.

The Philadelphia semiconductor index, known as SOX, slid Wednesday as chip stocks took a breather after a six-day climb.