Semiconductors
Semiconductor industry ETFs and chip sector analysis.
AGIX ETF vs. AIPOWR ETF: Complements, not foes.
AGIX and AIPOWR ETFs offer complementary exposure to AI's two major layers. AGIX focuses on AI intelligence (chips, software, platforms), while AIPOWR targets infrastructure (data centres, power grids). Together they provide comprehensive AI investment access via ADX.
TSMC Revenue Jumps 37% as the AI Surge Sends a Clear Signal
TSMC reported NT$401.3 billion in January, showcasing a 37% year-on-year revenue growth driven by AI chip demand.
Semiconductor Surge: How TSMC and ASML’s AI Momentum is Reaching the GCC
The U.S. earnings season is underway. The stellar performances of semiconductor powerhouses Taiwan Semiconductor Manufacturing Company (TSMC) and ASML Holding, fuelled by the relentless demand for artificial intelligence (AI) chips, are reverberating through global markets.While these companies are headquartered in Taiwan and the Netherlands, respectively, their success has a significant, albeit indirect, connection to […]
