Xetra
Riskitaso
0/7
Morningstar rating
0 stars
D
Defiance Photonics UCITS ETF Accumulating
Osta-
Myy-
Spreadi %1,83%
Vaihto (EUR)-
Juoksevat kulut0,69%
Tarjoustasot
Ei dataa
Tunnusluvut
Riskitaso
?
: 0 / 7
Huomioi, että vaikka osakerahastoihin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Tunnusluvut
- Juoksevat kulut0,69%
- OmaisuusluokkaOsake
- KategoriaSektori teknologia osakkeet
- PerusvaluuttaEUR
- OsinkopolitiikkaKasvuosuudet
- Avaintietoasiakirja
Tietoa rahastosta
The investment objective of the Sub-Fund is to track the price and the performance, before fees and expenses, of an index that is designed to measure the performance of companies with material revenue exposure to the development, manufacturing and commercialisation of photonic technologies, including optical components, photonic semiconductors, optical networking systems, photonic foundry infrastructure, and photonic enabling materials.
Vastaavan tyyppisiä ETF:iä
Omistukset
Päivitetty 6.8.2026
Jakauma
- Osakkeet99,3%
- Lyhyt korko0,7%
Asiakkaat katsoivat myös
- HANetf Defiance AI & Power Infrastructure UCITS ETF - Acc
- Ark Space & Defence Innovation UCITS ETF - USD Accumulating
- Global X Data Center REITs & Digital Infrastructure UCITS ETF USD Accumulating
- Lyxor MSCI Eastern Europe ex Russia UCITS ETF - Acc
- Global X Cybersecurity UCITS ETF USD Accumulating
- iShares AI Infrastructure UCITS ETF USD (Acc)
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
21.7.This ETF is very exciting. It is the first ever photonics ETF that has been approved for trade outside the US. I've been digging into silicon photonics recently, and the more I research it, the more convinced I become that it could be one of the most overlooked long-term themes in AI infrastructure. "As AI clusters scale from tens of thousands to potentially millions of GPUs, the bottleneck is no longer just compute—it's moving data between chips fast enough and efficiently enough. NVIDIA has repeatedly stated that optical interconnects are foundational for the next generation of AI factories, has launched its Spectrum-X Ethernet Photonics platform, and is deploying co-packaged optics specifically to enable million-GPU AI clusters while improving power efficiency and reducing networking bottlenecks. This isn't just NVIDIA talking. TSMC is actively developing silicon photonics manufacturing technologies alongside advanced packaging, while LightCounting—a leading optical networking research firm—has described **2026 as "the year of silicon photonics"**, highlighting accelerating adoption of co-packaged optics, photonic integrated circuits (PICs), and AI-driven optical networking. The broader industry is moving in the same direction. NVIDIA has announced a multiyear strategic partnership with Coherent, including a $2 billion investment to expand advanced optics manufacturing and R&D, explicitly describing optical interconnects as foundational to next-generation AI infrastructure. Meanwhile, GlobalFoundries has introduced its SCALE co-packaged optics platform, built on silicon photonics, specifically targeting modern AI data centers. To me, the investment thesis isn't that photonics replaces semiconductors—it's that optics becomes an increasingly essential layer **alongside** semiconductors. If compute demand keeps growing over the coming decades, moving data efficiently may become almost as important as performing the computations themselves. That's why I think a dedicated photonics allocation deserves serious consideration as a complement to an AI or semiconductor portfolio. As always, this is a high-risk thematic investment, not investment advice, and there's no guarantee adoption will unfold exactly as expected." -ChatGPT Sources: https://www.taiwannews.com.tw/news/6376388https://www.lightcounting.com/research-note/june-2026-advances-in-pic-packaging-447https://nvidianews.nvidia.com/news/nvidia-and-coherent-announce-strategic-partnership-to-develop-optics-technology-to-scale-next-generation-data-center-architecturehttps://gf.com/news-and-events/news/globalfoundries-accelerates-adoption-of-co-packaged-optics-for-advanced-ai-data-centers-with-scale-optical-module-solution/https://www.lightcounting.com/newsletter/en/may-2025-silicon-photonics-linear-drive-pluggable-and-cpo-updated-november-2025-334
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Uutiset
Ei uutisia tällä hetkellä
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Tunnusluvut
Riskitaso
?
: 0 / 7
Huomioi, että vaikka osakerahastoihin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Tunnusluvut
- Juoksevat kulut0,69%
- OmaisuusluokkaOsake
- KategoriaSektori teknologia osakkeet
- PerusvaluuttaEUR
- OsinkopolitiikkaKasvuosuudet
- Avaintietoasiakirja
Tietoa rahastosta
The investment objective of the Sub-Fund is to track the price and the performance, before fees and expenses, of an index that is designed to measure the performance of companies with material revenue exposure to the development, manufacturing and commercialisation of photonic technologies, including optical components, photonic semiconductors, optical networking systems, photonic foundry infrastructure, and photonic enabling materials.
Vastaavan tyyppisiä ETF:iä
Uutiset
Ei uutisia tällä hetkellä
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Tarjoustasot
Ei dataa
Omistukset
Päivitetty 6.8.2026
Jakauma
- Osakkeet99,3%
- Lyhyt korko0,7%
Asiakkaat katsoivat myös
- HANetf Defiance AI & Power Infrastructure UCITS ETF - Acc
- Ark Space & Defence Innovation UCITS ETF - USD Accumulating
- Global X Data Center REITs & Digital Infrastructure UCITS ETF USD Accumulating
- Lyxor MSCI Eastern Europe ex Russia UCITS ETF - Acc
- Global X Cybersecurity UCITS ETF USD Accumulating
- iShares AI Infrastructure UCITS ETF USD (Acc)
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- 21.7.This ETF is very exciting. It is the first ever photonics ETF that has been approved for trade outside the US. I've been digging into silicon photonics recently, and the more I research it, the more convinced I become that it could be one of the most overlooked long-term themes in AI infrastructure. "As AI clusters scale from tens of thousands to potentially millions of GPUs, the bottleneck is no longer just compute—it's moving data between chips fast enough and efficiently enough. NVIDIA has repeatedly stated that optical interconnects are foundational for the next generation of AI factories, has launched its Spectrum-X Ethernet Photonics platform, and is deploying co-packaged optics specifically to enable million-GPU AI clusters while improving power efficiency and reducing networking bottlenecks. This isn't just NVIDIA talking. TSMC is actively developing silicon photonics manufacturing technologies alongside advanced packaging, while LightCounting—a leading optical networking research firm—has described **2026 as "the year of silicon photonics"**, highlighting accelerating adoption of co-packaged optics, photonic integrated circuits (PICs), and AI-driven optical networking. The broader industry is moving in the same direction. NVIDIA has announced a multiyear strategic partnership with Coherent, including a $2 billion investment to expand advanced optics manufacturing and R&D, explicitly describing optical interconnects as foundational to next-generation AI infrastructure. Meanwhile, GlobalFoundries has introduced its SCALE co-packaged optics platform, built on silicon photonics, specifically targeting modern AI data centers. To me, the investment thesis isn't that photonics replaces semiconductors—it's that optics becomes an increasingly essential layer **alongside** semiconductors. If compute demand keeps growing over the coming decades, moving data efficiently may become almost as important as performing the computations themselves. That's why I think a dedicated photonics allocation deserves serious consideration as a complement to an AI or semiconductor portfolio. As always, this is a high-risk thematic investment, not investment advice, and there's no guarantee adoption will unfold exactly as expected." -ChatGPT Sources: https://www.taiwannews.com.tw/news/6376388https://www.lightcounting.com/research-note/june-2026-advances-in-pic-packaging-447https://nvidianews.nvidia.com/news/nvidia-and-coherent-announce-strategic-partnership-to-develop-optics-technology-to-scale-next-generation-data-center-architecturehttps://gf.com/news-and-events/news/globalfoundries-accelerates-adoption-of-co-packaged-optics-for-advanced-ai-data-centers-with-scale-optical-module-solution/https://www.lightcounting.com/newsletter/en/may-2025-silicon-photonics-linear-drive-pluggable-and-cpo-updated-november-2025-334
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tunnusluvut
Riskitaso
?
: 0 / 7
Huomioi, että vaikka osakerahastoihin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Tunnusluvut
- Juoksevat kulut0,69%
- OmaisuusluokkaOsake
- KategoriaSektori teknologia osakkeet
- PerusvaluuttaEUR
- OsinkopolitiikkaKasvuosuudet
- Avaintietoasiakirja
Tietoa rahastosta
The investment objective of the Sub-Fund is to track the price and the performance, before fees and expenses, of an index that is designed to measure the performance of companies with material revenue exposure to the development, manufacturing and commercialisation of photonic technologies, including optical components, photonic semiconductors, optical networking systems, photonic foundry infrastructure, and photonic enabling materials.
Vastaavan tyyppisiä ETF:iä
Uutiset
Ei uutisia tällä hetkellä
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- 21.7.This ETF is very exciting. It is the first ever photonics ETF that has been approved for trade outside the US. I've been digging into silicon photonics recently, and the more I research it, the more convinced I become that it could be one of the most overlooked long-term themes in AI infrastructure. "As AI clusters scale from tens of thousands to potentially millions of GPUs, the bottleneck is no longer just compute—it's moving data between chips fast enough and efficiently enough. NVIDIA has repeatedly stated that optical interconnects are foundational for the next generation of AI factories, has launched its Spectrum-X Ethernet Photonics platform, and is deploying co-packaged optics specifically to enable million-GPU AI clusters while improving power efficiency and reducing networking bottlenecks. This isn't just NVIDIA talking. TSMC is actively developing silicon photonics manufacturing technologies alongside advanced packaging, while LightCounting—a leading optical networking research firm—has described **2026 as "the year of silicon photonics"**, highlighting accelerating adoption of co-packaged optics, photonic integrated circuits (PICs), and AI-driven optical networking. The broader industry is moving in the same direction. NVIDIA has announced a multiyear strategic partnership with Coherent, including a $2 billion investment to expand advanced optics manufacturing and R&D, explicitly describing optical interconnects as foundational to next-generation AI infrastructure. Meanwhile, GlobalFoundries has introduced its SCALE co-packaged optics platform, built on silicon photonics, specifically targeting modern AI data centers. To me, the investment thesis isn't that photonics replaces semiconductors—it's that optics becomes an increasingly essential layer **alongside** semiconductors. If compute demand keeps growing over the coming decades, moving data efficiently may become almost as important as performing the computations themselves. That's why I think a dedicated photonics allocation deserves serious consideration as a complement to an AI or semiconductor portfolio. As always, this is a high-risk thematic investment, not investment advice, and there's no guarantee adoption will unfold exactly as expected." -ChatGPT Sources: https://www.taiwannews.com.tw/news/6376388https://www.lightcounting.com/research-note/june-2026-advances-in-pic-packaging-447https://nvidianews.nvidia.com/news/nvidia-and-coherent-announce-strategic-partnership-to-develop-optics-technology-to-scale-next-generation-data-center-architecturehttps://gf.com/news-and-events/news/globalfoundries-accelerates-adoption-of-co-packaged-optics-for-advanced-ai-data-centers-with-scale-optical-module-solution/https://www.lightcounting.com/newsletter/en/may-2025-silicon-photonics-linear-drive-pluggable-and-cpo-updated-november-2025-334
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Ei dataa
Omistukset
Päivitetty 6.8.2026
Jakauma
- Osakkeet99,3%
- Lyhyt korko0,7%
Asiakkaat katsoivat myös
- HANetf Defiance AI & Power Infrastructure UCITS ETF - Acc
- Ark Space & Defence Innovation UCITS ETF - USD Accumulating
- Global X Data Center REITs & Digital Infrastructure UCITS ETF USD Accumulating
- Lyxor MSCI Eastern Europe ex Russia UCITS ETF - Acc
- Global X Cybersecurity UCITS ETF USD Accumulating
- iShares AI Infrastructure UCITS ETF USD (Acc)