00757 constituent stocks delete AMD, add Broadcom, upgrade AI and semiconductor field layout | Anue Juheng-Taiwan Stock News

In this quarterly adjustment, the constituent stocks of the FANG+ Index will once again usher in new changes. According to a report by index company ICE Data Indices, the Fang Index will be adjusted in September. The constituent stocks will add Netcom chip leader Broadcom (Broadcom) and exclude Advanced Micro Devices (AMD). The adjustment of constituent stocks will take effect on September 18, and the unified FANG+ETF (00757-TW), which tracks the index, will also adjust its investment portfolio following the index.

Uni-President FANG+ETF fund manager Lin Liangyi pointed out that this year’s market will be driven by AI, but Huida’s CUDA ecosystem is complete and continues to invest in the AI ​​field. Its dominant position in the GPU market is difficult to shake, making AMD Semiconductor temporarily occupy the market share. It is difficult to cross the city. Broadcom is not only the leader in Netcom chips, but also has a dominant position in AI chips (ASIC). According to a JPMorgan Chase report, the ASIC chip market will grow at an annual growth rate of 20% in the future. In the current ASIC chip market worth approximately US$14 billion, Broadcom’s market share is as high as 35%. Broadcom expects AI-related chip revenue may soon exceed 25% of the company’s overall revenue. The AI ​​craze has driven demand for high-speed transmission and AI chips. Therefore, the addition of Broadcom will make Fangx Index’s layout in the AI ​​and semiconductor fields more complete.

After this adjustment, Unified FANG+ETF will cover AI business opportunities from multiple angles. In the field of infrastructure construction, constituent stocks include server dominance Huida, Netcom chip leader Broadcom and cloud computing leader Amazon. In terms of software technology, the focus is on OpenAI’s major investors Microsoft, technology pioneers META and Google. AI technology has also given other technology giants in the 00757 constituent stocks added power. For example, META uses AI algorithms to significantly improve advertising benchmarks. Snowflake has also cooperated with Huida to allow customers to use their own data to tailor AI models. Tesla recently launched the AI ​​supercomputer Dojo, which the market believes will bring huge advantages to Tesla in the field of self-driving.

Lin Liangyi said that Broadcom is one of the leaders in semiconductors in the US stock market. It plays a leading role in network communications, semiconductor technology and storage technology. It is also the 16th largest component stock in the S&P500 Index and the 8th largest in the Nasdaq 100 Index. Constituent stocks and the third largest constituent stock of the Philadelphia Semiconductor Index are fully representative. This adjustment of constituent stocks will further increase the overlap of key holdings between Uni-President FANG+ETF (00757-TW) and the S&P500, Nasdaq 100 and Philadelphia Semiconductor Index.