- The SPDR S&P Semiconductor ETF is an excellent investment vehicle for the bullish long-term demand for ICs to power all the various devices in the "21st Century of Technology".
- Demand from the 5G infrastructure, smartphone, networking, automotive/EV, cloud computing, and data center markets mean the semi-industry is much less cyclical than it used to be.
- Currently, demand outstrips supply. That means strong pricing and significant capital investment in the semiconductor equipment group to build additional capacity.
- As a result, I find the XSD ETF to be an attractive long-term technology holding within a well-diversified portfolio.
For further details see:
The XSD ETF: Semiconductors Rule!