Chip ETFs in Focus on New Generation AI Product Launches

Zacks06-07

Big chipmakers have been racing to introduce new-generation artificial intelligence (AI) chips. There have been announcements from Intel INTC, Advanced Micro Devices AMD and Nvidia NVDA. Intel on ...

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Intel on ...</p>\n\n<a href=\"https://finance.yahoo.com/news/chip-etfs-focus-generation-ai-170000043.html\">Source Link</a>\n\n</div>\n","source":"yahoofinance","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Chip ETFs in Focus on New Generation AI Product Launches</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChip ETFs in Focus on New Generation AI Product Launches\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-07 01:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/chip-etfs-focus-generation-ai-170000043.html><strong>Zacks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Big chipmakers have been racing to introduce new-generation artificial intelligence (AI) chips. There have been announcements from Intel INTC, Advanced Micro Devices AMD and Nvidia NVDA. Intel on ...</p>\n\n<a href=\"https://finance.yahoo.com/news/chip-etfs-focus-generation-ai-170000043.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4554","symbol_name":"元宇宙及AR概念","start_time":0,"source_url":"https://finance.yahoo.com/news/chip-etfs-focus-generation-ai-170000043.html","article_id":"2441726227","we_media_id":null,"thumbnails":["https://s.yimg.com/uu/api/res/1.2/ErmPvDQEV2orEroroDrD0A--~B/aD00MDA7dz02MzU7YXBwaWQ9eXRhY2h5b24-/https://media.zenfs.com/en/zacks.com/8288cad5a09b6b26a8a44afb98abaf19"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2441726227","pubTimestamp":1717693200,"sourceInfo":{"source_id":"yahoofinance","name":"雅虎金融"},"weMediaInfo":null,"summary":"Big chipmakers have been racing to introduce new-generation artificial intelligence  chips. There have been announcements from Intel INTC, Advanced Micro Devices AMD and Nvidia NVDA. Intel on Tuesday announced new Xeon 6 processors during the Computex tech conference in Taiwan.Before this, Advanced Micro Devices introduced its latest AI processors at the Computex technology trade show in Taipei. CEO Lisa Su presented the MI325X accelerator, scheduled for release in the fourth quarter of 2024. This move is part of AMD's strategic plan to challenge industry leader NVIDIA in the competitive AI semiconductor market.The surge in generative AI programs has created a high demand for advanced chips used in AI data centers. California-based AMD is striving to compete with Nvidia, which currently dominates about 80% of the AI semiconductor market.Intel is trying to catch up to NVIDIA and AMD, after having largely been unnoticed in the AI frenzy. Tech giants like Meta, Microsoft, Tesla and Google","collect":0,"end_time":0,"defaultTopTitle":"yahoo.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","SOXQ":"Invesco PHLX Semiconductor ETF","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","GFS":"GLOBALFOUNDRIES Inc.","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LRNZ":"TrueShares Technology, AI & Deep Learning ETF","BK4534":"瑞士信贷持仓","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","SOXX":"iShares费城交易所半导体ETF","WUGI":"Esoterica NextG Economy ETF","SHOC":"Strive U.S. Semiconductor ETF","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4535":"淡马锡持仓","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","INTC":"英特尔","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0079474960.USD":"联博美国增长基金A","NVDA":"英伟达","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","FTXL":"First Trust Nasdaq Semiconductor ETF","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU0061474960.USD":"天利环球焦点基金AU Acc","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","BK4512":"苹果概念","AMD":"美国超微公司","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","BK4549":"软银资本持仓","FDN":"First Trust Dow Jones Internet I","BK4548":"巴美列捷福持仓","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC"},"translate_title":"芯片ETF聚焦新一代人工智能产品发布","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"WUGI":1,"SOXX":1,"SOXQ":1,"SHOC":1,"INTC":1,"LRNZ":1,"AMD":1,"FTXL":1,"FDN":0.9,"GFS":0.9,"NVDA":0.9},"content_text":"Big chipmakers have been racing to introduce new-generation artificial intelligence (AI) chips. There have been announcements from Intel INTC, Advanced Micro Devices AMD and Nvidia NVDA. Intel on Tuesday announced new Xeon 6 processors during the Computex tech conference in Taiwan.\nBefore this, Advanced Micro Devices introduced its latest AI processors at the Computex technology trade show in Taipei. CEO Lisa Su presented the MI325X accelerator, scheduled for release in the fourth quarter of 2024. This move is part of AMD's strategic plan to challenge industry leader NVIDIA in the competitive AI semiconductor market.\nGrowing Demand for AI Chips\nThe surge in generative AI programs has created a high demand for advanced chips used in AI data centers. California-based AMD is striving to compete with Nvidia, which currently dominates about 80% of the AI semiconductor market.\nIntel is trying to catch up to NVIDIA and AMD, after having largely been unnoticed in the AI frenzy. Tech giants like Meta, Microsoft, Tesla and Google are mostly buying as many NVIDIA chips as possible.\nFollowing NVIDIA's lead, Intel said that its Xeon 6 processor will deliver better performance and power efficiency for high-intensity data center workloads as compared with its predecessor, CEO Pat Gelsinger said during the Computex tech conference in Taiwan, as quoted on CNBC.\nMeanwhile, AMD introduced the MI350 series, expected in 2025, promising a 35-fold improvement in inference performance compared to the current MI300 series. Additionally, the MI400 series, based on a new architecture called \"Next,\" is set to launch in 2026.\nMeanwhile, NVIDIA also unveiled its next generation of AI chips – Rubin — which features eight stacks of HBM4 memory. The platform, available in 2026, includes new GPUs for AI training and deployment, and a central processor named “Vera.”\nThe Rubin AI platform will use HBM4 memory, with Rubin Ultra featuring 12 HBM4 stacks. Notably, NVIDIA’s accelerated computing technology offers significant cost and energy savings. Investors should note that AMD has plans to release new AI chips on an annual basis. NVIDIA is also committed to releasing new AI chip models annually.\nInvestor Interest and Market Performance\nInvestors are keenly watching AMD and NVIDIA for long-term updates on AI chip developments. AMD's shares have more than doubled since early 2023, although this growth is modest compared to NVIDIA's seven-fold surge in the same period. AMD anticipates AI chip sales of about $4 billion for 2024, a $500 million increase from previous estimates.\nTap Trio With These ETFs\nInvestors can access both chip makers through a single investment. This includes ETFs like Strive U.S. Semiconductor ETF SHOC, AXS Esoterica NextG Economy ETF WUGI, Invesco PHLX Semiconductor ETF SOXQ and TrueShares Technology, AI & Deep Learning ETF LRNZ.\nAMD has about 7.23% exposure to SHOC, 6.57% focus on WUGI, 6.31% focus on SOXQ, and 6.11% focus on LRNZ. In contrast, NVDA has about 31% exposure to both SHOC and WUGI, 15.27% focus on SOXQ, and 16.57% focus on LRNZ. Meanwhile, Intel has 4.16% focus on iShares Semiconductor ETF SOXX and 5.2% exposure to First Trust NASDAQ Semiconductor ETF (FTXL).\nWant the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report\nIntel Corporation (INTC) : Free Stock Analysis Report\nAdvanced Micro Devices, Inc. (AMD) : Free Stock Analysis Report\nNVIDIA Corporation (NVDA) : Free Stock Analysis Report\niShares Semiconductor ETF (SOXX): ETF Research Reports\nFirst Trust NASDAQ Semiconductor ETF (FTXL): ETF Research Reports\nTrueShares Technology, AI and Deep Learning ETF (LRNZ): ETF Research Reports\nAXS Esoterica NextG Economy ETF (WUGI): ETF Research Reports\nInvesco PHLX Semiconductor ETF (SOXQ): ETF Research Reports\nStrive U.S. Semiconductor ETF (SHOC): ETF Research Reports\nTo read this article on Zacks.com click here.\nZacks Investment Research","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.1","shortVersion":"4.29.1","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2441726227"}