Physical AI ETF KOID: NVIDIA, Unitree, Sharpa, and the Next Leg of the Humanoid Trade - KraneShares

The rapid advancement of artificial intelligence technology has positioned Physical AI as a new investment hotspot. KraneShares' Physical AI ETF fund KOID provides investors with access to this cuttin... Read original →

The maturation of 3nm nodes and EUV lithography not only boosts NVIDIA’s compute density but forces foundries worldwide to accelerate advanced packaging, deepening dependency across the entire stack—from EDA tools to CoWoS capacity. U.S. export controls have sharply increased Chinese firms’ costs for EUV access, shifting compliance burdens onto supply chain nodes in Taiwan, China and Hong Kong, China. In response to KOID ETF’s capital pull, AMD and Intel are countering with custom ASICs and open robotics middleware ecosystems. Over the next 18 months, humanoid robots will transition from labs to niche industrial deployments, yet the real winners won’t be system integrators but those mastering in-memory computing and ultra-low-power neuromorphic chips—a long-tail value currently underpriced by ETF structures.