WS #16037
Despite the broader market decline, capital is flowing aggressively into leveraged semiconductor ETFs, indicating that AI-driven hardware demand remains a primary investment thesis. This is corroborated by news of Sangrix securing 128 NVIDIA Blackwell GPUs and ongoing geopolitical fencing around advanced chip packaging by China and the US. The sector is showing resilience against macro headwinds, with specific focus on TSMC's CoWoS packaging niche.
Semiconductor Demand Resilience
Despite the broader market decline, capital is flowing aggressively into leveraged semiconductor ETFs, indicating that AI-driven hardware demand remains a primary investment thesis. This is corroborated by news of Sangrix securing 128 NVIDIA Blackwell GPUs and ongoing geopolitical fencing around advanced chip packaging by China and the US. The sector is showing resilience against macro headwinds, with specific focus on TSMC's CoWoS packaging niche.