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Exchange-traded fund provider VanEck believes that the semiconductor market is positioned to have another “transformative year” in 2025.
In support of its thesis, VanEck highlighted that artificial intelligence (AI) is the key driver behind the semiconductor market’s growth. Industry leaders such as Nvidia (NVDA), Broadcom (AVGO), TSMC (TSM), and Marvell (MRVL) continue to thrive, capitalizing on the ever-increasing demand fueled by AI advancements.
Outside of the big names, VanEck also said there is upside potential for other firms as well. “While market leaders grab headlines, undervalued players in memory chips and semiconductor equipment offer attractive opportunities for strategic positioning,” VanEck said.
The firm went on to outline names such as SK Hynix (OTCPK:HXSCF), Micron Technology (MU), Western Digital (WDC), Applied Materials (AMAT) and Lam Research (LRCX).
“As we move through 2025, staying informed and adaptable will be key to capitalizing on the opportunities this pivotal industry presents. The semiconductor story is far from over-and this year may be one of its most exciting chapters yet,” VanEck added.
Moreover, for investors looking to further track the semiconductor space, listed below are some of Wall Street’s more popular focused exchange-traded funds.
Semiconductor ETFs: (NASDAQ:SMH), (NASDAQ:SOXX), (NYSEARCA:SOXL), (FTXL), (XSD), (USD), (PSI), and (SEMI).