Xetra
Riskitaso
6/7
Morningstar rating
5 stars
Vastuullisuus (SFDR)
8
VanEck Semiconductor ETF
Osta-
Myy-
Spreadi %0,89%
Vaihto (EUR)-
Juoksevat kulut0,35%
Tarjoustasot
Ei dataa
Tunnusluvut
Riskitaso
?
Korkea: 6 / 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 kulut0,35%
- OmaisuusluokkaOsake
- KategoriaSektori teknologia osakkeet
- PerusvaluuttaEUR
- OsinkopolitiikkaKasvuosuudet
- Avaintietoasiakirja
Tietoa rahastosta
The Fund’s investment objective is to replicate, before fees and expenses, the MarketVector™ US Listed Semiconductor 10% Capped Screened Index (the Index). Investment Policy In order to seek to achieve its investment objective, the Manager will use a replication strategy by investing directly in the underlying equity securities, being the stock, American depository receipts (ADRs), and global depository receipts (GDRs), that consists of the component securities of the Index.
Vastaavan tyyppisiä ETF:iä
Nimi12 kk
iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc)
+34,88%iShares Automation & Robotics UCITS ETF USD (Acc)
+44,23%iShares MSCI Global Semiconductors UCITS ETF USD (Acc)
+141,84%
Xtrackers Artificial Intelligence & Big Data UCITS ETF 1C
+45,91%iShares Digital Security UCITS ETF USD (Acc)
+32,04%Omistukset
Päivitetty 6.8.2026
Jakauma
- Osakkeet100%
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·4.8.It's still entertaining when the bear case against AI is written by an AI. There will only be more of that going forward. I will keep my shares for several more years. I will always believe that technological advancements build prosperity.
3.8.The cost of insuring Al giants against default is EXPLODING HIGHER: Credit default swaps (CDS) tied to major Al companies, including Nvidia, Meta, Broadcom, Alphabet, Amazon, Oracle, etc. have all surged to record levels. The move reflects growing concerns that hyperscalers are taking on hundreds of billions of dollars of debt to finance data centers, chips, and Al infrastructure before the revenue payoff has fully materialized.
Curious question: since you yourself seem to be more invested in physical gold, silver, and uranium – what makes you follow and comment on this particular semiconductor ETF so actively? What I still lack to become truly bearish are clear signs that demand is actually starting to weaken – for example, reduced capex from hyperscalers, weaker order intake at TSMC/ASML, or oversupply/price pressure in HBM and memory. What would make you change your mind about semiconductors and see the sector as worth buying again?- ·31.7.A small summary of the week's most important events for the AI and semiconductor sector: • The Fed left interest rates unchanged, although the tone was somewhat more hawkish than the market had hoped. • Microsoft delivered a very strong report. Azure continues to grow strongly and the company signaled continued large AI investments. • Amazon showed strong AWS growth and confirmed that demand for AI infrastructure is still very high. • Meta continues to invest heavily in AI. The market reacted negatively to the increased costs, but the investments simultaneously show that the AI race continues. • Apple had a more limited significance for the AI infrastructure case. My conclusion: The largest hyperscalers are not slowing down their AI investments – quite the opposite. They continue to expand data centers and invest in computing capacity, which in the long run is positive for the semiconductor sector. I therefore still see pullbacks as potential buying opportunities rather than a reason to abandon the case.It would be interesting to see your portfolio and how you yourself have positioned yourself based on this scenario.
- 30.7.A Chinese state-backed company began mass-producing immersion deep ultraviolet (DUV) lithography machines (previously dominated by Western firms like ASML) sparked fears of faster progress in China's domestic advanced chipmaking. The strong Shanghai debut of Chinese memory maker ChangXin Memory Technologies (CXMT) added to worries about increased competition, particularly in memory (DRAM/NAND), potential oversupply, and pricing pressure for players like Samsung, SK Hynix, Micron, and equipment makers.
That's how it has always been, the Chinese come in and take margins from the Western companies. Nothing but expected. That's why I don't understand these premium valuations on certain semi companies, as they will get margin pressure from China at some point. Some of these shares are priced as if competition will never enter. Doesn't work like that:) 
30.7.Trend reversalThere was negative gamma in the market, so this was short covering and means nothing. It was expected in an oversold market. There is a tonnn of supply right above here, and in my eyes, this is still nothing more than a lower high… one cannot say anything is back until it has taken out critical levels. The difference between this time and many of the previous ones is that we have sold down slowly but surely. It wasn't the famous elevator down, where it's much easier to come back. (Less overhanging supply), I wouldn't celebrate too early. That Amazon and Microsoft would do well was also expected. They both have some problems in their financial statements that I see. Microsoft is increasing its depreciation periods on data centers to 25 years. In that industry itself, there is nothing in a data center (other than the fiber) that lasts 25 years, nor 10 years. So what they are doing is a big question mark to me and it's not good. Why do they have to prop up their revenues with lower depreciation? Things like that usually blow up. I am looking for a new entry for my shorts again, which I took off the other day. A trend does not change in one day; technical levels must first be broken, tested, and held. This was a day of short covering. See picture of Nasdaq and that square there is overhanging supply, where the shirt sellers are, these lines must be broken before you have a trend change. We took one out, but we are not yet at the levels where sellers come in. As others say here, we have a mid-term election which historically is quite negative times along with autumn in general. But that usually doesn't come until September. So we'll see. No cheering here at least. This is the most unstable market I have seen in 15 years. It is not normal to see trillion-dollar companies go up and down 10% in one day; it is a sign that we have extreme volatility in the market and something is not quite right. It has been like that for several months now, and for me, that often indicates the end of something vs the start of something. We'll see, I hope I'm wrong, but it's not good to see indices and these giant stocks move like this. Casino tendencies, no one buys stocks anymore, everything is short contracts with options and leveraged ETFs that create massive volatility. Normal price Discovery has completely disappeared. There were some massive darkpool transactions that happened both in qqq and semis here at the end of Wednesday, so some knew:) there is always someone who knows :) see pictures
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
?
Korkea: 6 / 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 kulut0,35%
- OmaisuusluokkaOsake
- KategoriaSektori teknologia osakkeet
- PerusvaluuttaEUR
- OsinkopolitiikkaKasvuosuudet
- Avaintietoasiakirja
Tietoa rahastosta
The Fund’s investment objective is to replicate, before fees and expenses, the MarketVector™ US Listed Semiconductor 10% Capped Screened Index (the Index). Investment Policy In order to seek to achieve its investment objective, the Manager will use a replication strategy by investing directly in the underlying equity securities, being the stock, American depository receipts (ADRs), and global depository receipts (GDRs), that consists of the component securities of the Index.
Vastaavan tyyppisiä ETF:iä
Nimi12 kk
iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc)
+34,88%iShares Automation & Robotics UCITS ETF USD (Acc)
+44,23%iShares MSCI Global Semiconductors UCITS ETF USD (Acc)
+141,84%Xtrackers Artificial Intelligence & Big Data UCITS ETF 1C
+45,91%iShares Digital Security UCITS ETF USD (Acc)
+32,04%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
- Osakkeet100%
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·4.8.It's still entertaining when the bear case against AI is written by an AI. There will only be more of that going forward. I will keep my shares for several more years. I will always believe that technological advancements build prosperity.
- 3.8.The cost of insuring Al giants against default is EXPLODING HIGHER: Credit default swaps (CDS) tied to major Al companies, including Nvidia, Meta, Broadcom, Alphabet, Amazon, Oracle, etc. have all surged to record levels. The move reflects growing concerns that hyperscalers are taking on hundreds of billions of dollars of debt to finance data centers, chips, and Al infrastructure before the revenue payoff has fully materialized.Curious question: since you yourself seem to be more invested in physical gold, silver, and uranium – what makes you follow and comment on this particular semiconductor ETF so actively? What I still lack to become truly bearish are clear signs that demand is actually starting to weaken – for example, reduced capex from hyperscalers, weaker order intake at TSMC/ASML, or oversupply/price pressure in HBM and memory. What would make you change your mind about semiconductors and see the sector as worth buying again?
- ·31.7.A small summary of the week's most important events for the AI and semiconductor sector: • The Fed left interest rates unchanged, although the tone was somewhat more hawkish than the market had hoped. • Microsoft delivered a very strong report. Azure continues to grow strongly and the company signaled continued large AI investments. • Amazon showed strong AWS growth and confirmed that demand for AI infrastructure is still very high. • Meta continues to invest heavily in AI. The market reacted negatively to the increased costs, but the investments simultaneously show that the AI race continues. • Apple had a more limited significance for the AI infrastructure case. My conclusion: The largest hyperscalers are not slowing down their AI investments – quite the opposite. They continue to expand data centers and invest in computing capacity, which in the long run is positive for the semiconductor sector. I therefore still see pullbacks as potential buying opportunities rather than a reason to abandon the case.It would be interesting to see your portfolio and how you yourself have positioned yourself based on this scenario.
- 30.7.A Chinese state-backed company began mass-producing immersion deep ultraviolet (DUV) lithography machines (previously dominated by Western firms like ASML) sparked fears of faster progress in China's domestic advanced chipmaking. The strong Shanghai debut of Chinese memory maker ChangXin Memory Technologies (CXMT) added to worries about increased competition, particularly in memory (DRAM/NAND), potential oversupply, and pricing pressure for players like Samsung, SK Hynix, Micron, and equipment makers.That's how it has always been, the Chinese come in and take margins from the Western companies. Nothing but expected. That's why I don't understand these premium valuations on certain semi companies, as they will get margin pressure from China at some point. Some of these shares are priced as if competition will never enter. Doesn't work like that:)
- 30.7.Trend reversalThere was negative gamma in the market, so this was short covering and means nothing. It was expected in an oversold market. There is a tonnn of supply right above here, and in my eyes, this is still nothing more than a lower high… one cannot say anything is back until it has taken out critical levels. The difference between this time and many of the previous ones is that we have sold down slowly but surely. It wasn't the famous elevator down, where it's much easier to come back. (Less overhanging supply), I wouldn't celebrate too early. That Amazon and Microsoft would do well was also expected. They both have some problems in their financial statements that I see. Microsoft is increasing its depreciation periods on data centers to 25 years. In that industry itself, there is nothing in a data center (other than the fiber) that lasts 25 years, nor 10 years. So what they are doing is a big question mark to me and it's not good. Why do they have to prop up their revenues with lower depreciation? Things like that usually blow up. I am looking for a new entry for my shorts again, which I took off the other day. A trend does not change in one day; technical levels must first be broken, tested, and held. This was a day of short covering. See picture of Nasdaq and that square there is overhanging supply, where the shirt sellers are, these lines must be broken before you have a trend change. We took one out, but we are not yet at the levels where sellers come in. As others say here, we have a mid-term election which historically is quite negative times along with autumn in general. But that usually doesn't come until September. So we'll see. No cheering here at least. This is the most unstable market I have seen in 15 years. It is not normal to see trillion-dollar companies go up and down 10% in one day; it is a sign that we have extreme volatility in the market and something is not quite right. It has been like that for several months now, and for me, that often indicates the end of something vs the start of something. We'll see, I hope I'm wrong, but it's not good to see indices and these giant stocks move like this. Casino tendencies, no one buys stocks anymore, everything is short contracts with options and leveraged ETFs that create massive volatility. Normal price Discovery has completely disappeared. There were some massive darkpool transactions that happened both in qqq and semis here at the end of Wednesday, so some knew:) there is always someone who knows :) see pictures
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
?
Korkea: 6 / 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 kulut0,35%
- OmaisuusluokkaOsake
- KategoriaSektori teknologia osakkeet
- PerusvaluuttaEUR
- OsinkopolitiikkaKasvuosuudet
- Avaintietoasiakirja
Tietoa rahastosta
The Fund’s investment objective is to replicate, before fees and expenses, the MarketVector™ US Listed Semiconductor 10% Capped Screened Index (the Index). Investment Policy In order to seek to achieve its investment objective, the Manager will use a replication strategy by investing directly in the underlying equity securities, being the stock, American depository receipts (ADRs), and global depository receipts (GDRs), that consists of the component securities of the Index.
Vastaavan tyyppisiä ETF:iä
Nimi12 kk
iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc)
+34,88%iShares Automation & Robotics UCITS ETF USD (Acc)
+44,23%iShares MSCI Global Semiconductors UCITS ETF USD (Acc)
+141,84%Xtrackers Artificial Intelligence & Big Data UCITS ETF 1C
+45,91%iShares Digital Security UCITS ETF USD (Acc)
+32,04%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
- ·4.8.It's still entertaining when the bear case against AI is written by an AI. There will only be more of that going forward. I will keep my shares for several more years. I will always believe that technological advancements build prosperity.
- 3.8.The cost of insuring Al giants against default is EXPLODING HIGHER: Credit default swaps (CDS) tied to major Al companies, including Nvidia, Meta, Broadcom, Alphabet, Amazon, Oracle, etc. have all surged to record levels. The move reflects growing concerns that hyperscalers are taking on hundreds of billions of dollars of debt to finance data centers, chips, and Al infrastructure before the revenue payoff has fully materialized.Curious question: since you yourself seem to be more invested in physical gold, silver, and uranium – what makes you follow and comment on this particular semiconductor ETF so actively? What I still lack to become truly bearish are clear signs that demand is actually starting to weaken – for example, reduced capex from hyperscalers, weaker order intake at TSMC/ASML, or oversupply/price pressure in HBM and memory. What would make you change your mind about semiconductors and see the sector as worth buying again?
- ·31.7.A small summary of the week's most important events for the AI and semiconductor sector: • The Fed left interest rates unchanged, although the tone was somewhat more hawkish than the market had hoped. • Microsoft delivered a very strong report. Azure continues to grow strongly and the company signaled continued large AI investments. • Amazon showed strong AWS growth and confirmed that demand for AI infrastructure is still very high. • Meta continues to invest heavily in AI. The market reacted negatively to the increased costs, but the investments simultaneously show that the AI race continues. • Apple had a more limited significance for the AI infrastructure case. My conclusion: The largest hyperscalers are not slowing down their AI investments – quite the opposite. They continue to expand data centers and invest in computing capacity, which in the long run is positive for the semiconductor sector. I therefore still see pullbacks as potential buying opportunities rather than a reason to abandon the case.It would be interesting to see your portfolio and how you yourself have positioned yourself based on this scenario.
- 30.7.A Chinese state-backed company began mass-producing immersion deep ultraviolet (DUV) lithography machines (previously dominated by Western firms like ASML) sparked fears of faster progress in China's domestic advanced chipmaking. The strong Shanghai debut of Chinese memory maker ChangXin Memory Technologies (CXMT) added to worries about increased competition, particularly in memory (DRAM/NAND), potential oversupply, and pricing pressure for players like Samsung, SK Hynix, Micron, and equipment makers.That's how it has always been, the Chinese come in and take margins from the Western companies. Nothing but expected. That's why I don't understand these premium valuations on certain semi companies, as they will get margin pressure from China at some point. Some of these shares are priced as if competition will never enter. Doesn't work like that:)
- 30.7.Trend reversalThere was negative gamma in the market, so this was short covering and means nothing. It was expected in an oversold market. There is a tonnn of supply right above here, and in my eyes, this is still nothing more than a lower high… one cannot say anything is back until it has taken out critical levels. The difference between this time and many of the previous ones is that we have sold down slowly but surely. It wasn't the famous elevator down, where it's much easier to come back. (Less overhanging supply), I wouldn't celebrate too early. That Amazon and Microsoft would do well was also expected. They both have some problems in their financial statements that I see. Microsoft is increasing its depreciation periods on data centers to 25 years. In that industry itself, there is nothing in a data center (other than the fiber) that lasts 25 years, nor 10 years. So what they are doing is a big question mark to me and it's not good. Why do they have to prop up their revenues with lower depreciation? Things like that usually blow up. I am looking for a new entry for my shorts again, which I took off the other day. A trend does not change in one day; technical levels must first be broken, tested, and held. This was a day of short covering. See picture of Nasdaq and that square there is overhanging supply, where the shirt sellers are, these lines must be broken before you have a trend change. We took one out, but we are not yet at the levels where sellers come in. As others say here, we have a mid-term election which historically is quite negative times along with autumn in general. But that usually doesn't come until September. So we'll see. No cheering here at least. This is the most unstable market I have seen in 15 years. It is not normal to see trillion-dollar companies go up and down 10% in one day; it is a sign that we have extreme volatility in the market and something is not quite right. It has been like that for several months now, and for me, that often indicates the end of something vs the start of something. We'll see, I hope I'm wrong, but it's not good to see indices and these giant stocks move like this. Casino tendencies, no one buys stocks anymore, everything is short contracts with options and leveraged ETFs that create massive volatility. Normal price Discovery has completely disappeared. There were some massive darkpool transactions that happened both in qqq and semis here at the end of Wednesday, so some knew:) there is always someone who knows :) see pictures
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
- Osakkeet100%