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Semiconductor ETFs draw investors as AI concerns cloud chip demand

The iShares Semiconductor ETF, SOXX, is a $48 billion option for broad exposure to semiconductor manufacturing amid AI uncertainty.

Reported · Written up by our desk · ETFs

MarketBeat Ratings points to rising concerns about AI momentum, including talk of slowing development and high-profile changes at OpenAI, as prompting investors to reassess exposure to the tech sector.

While AI demand has fueled sector gains in recent years, the outlet argues that an AI slowdown would not automatically translate into weaker overall semiconductor demand, noting that parts of the industry are more tied to AI infrastructure spending than others.

MarketBeat Ratings says AI related capital spending on hardware could remain elevated even if technology growth moderates, supporting a diversified approach through semiconductor ETFs rather than single names.

As an example of that strategy, the outlet highlights iShares Semiconductor ETF, SOXX, describing it as a $48 billion fund providing exposure to the broader semiconductor manufacturing industry.

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