On August 4, VanEck Semiconductor ETF rose 3.32% in regular trading, trading at $566.48/share, with turnover of $508 million.

On the news front, multiple catalysts converged to drive the semiconductor sector higher. Anthropic signed a $10 billion compute deal with NVIDIA-backed Volta, locking in 133MW of data center resources, underscoring robust demand from AI developers for high-performance chips. On the policy side, China published revised Integrated Circuit Layout Design Protection Regulations, further strengthening IP protections for the industry. Institutional analysts noted that AI is propelling global wafer fab capital expenditures into a new upcycle, with advanced logic and advanced memory forming a synchronized expansion, shifting the semiconductor equipment sector from cyclical recovery to structural growth.

The fund normally invests at least 80% of its total assets in securities that comprise its benchmark index. The index includes common stocks and depositary receipts of U.S. exchange-listed companies in the semiconductor industry, including medium-capitalization and foreign companies listed on U.S. exchanges. The fund is non-diversified.

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