🟢 SEMI.AS is trading 6.9% up today on record semiconductor inflows and AI hardware optimism

SEMI.AS is trading 6.9% up today, reflecting a sharp rebound in global chip stocks and record capital inflows into semiconductor funds.

• Investor optimism is being driven by massive inflows into iShares semiconductor products and significant strength in major U.S. chip benchmarks.
• Renewed risk appetite for the AI hardware theme follows upbeat news regarding AI-related capex and chip-investment projects.
• The rally is characterized by broad-based buying across the semiconductor names held by the ETF as global demand for AI infrastructure intensifies.