Semiconductor News & Analysis Feed

After three years of AI infrastructure development, capital expenditure by hyperscalers has transformed semiconductors from a cyclical play into the highest-beta equity asset class. Companies like Microsoft, Google, Meta, and Amazon are planning 2026 capital spending above $400 billion, up from $230

After three years of tracking the AI capital expenditure cycle, three semiconductor ETFs have emerged as leaders in the market. While companies like NVIDIA dominate the AI landscape, investors seeking broad industry exposure rather than individual stock picks are turning to the VanEck Semiconductor

In Q1 2026, Janus Henderson's Global Sustainable Equity Fund highlighted Taiwan Semiconductor Manufacturing Company (TSMC) as a key contributor to performance amid market volatility. While the fund returned -3.07%, slightly outperforming the MSCI World Index at -3.57%, TSMC's strong earnings and dom