Top 3 ASX AI and Semiconductor ETFs

Artificial intelligence has rapidly transformed industries across the world and this is only the beginning of a long-term technological shift that is set to accelerate further.

The heart of this revolution are semiconductors and the broader AI ecosystem which power everything from data centres to advanced automation and intelligent systems.

The following three ASX AI and semiconductor ETFs offer a simple and effective way to ain exposure to this exceptional high-growth opportunity.

Betashares Global Robotics and Artificial Intelligence ETF (ASX: RBTZ) 

will provide exposure to one of the most transformative megatrends which makes it an attractive choice for investors who seek long-term capital growth.

The fund tracks an index of leading global companies which operate in robotics and robotics focused AI across areas such as industrial automation, humanoid technology and AI driven systems.
A key strength is its diversified portfolio which includes about 60 holdings such as NVIDIA, ABB, Intuitive Surgical, Keyence and FANUC which provides exposure to both established leaders and emerging innovators.

The ETF is focused mainly on pure play companies where more than 50% of revenue comes from robotics or AI which ensures thematic alignment.

The fund has a reasonable cost structure with a management fee of 0.57% per annum and is a compelling long-term investment option for growth focused portfolios.

Global X Semiconductor ETF (ASX: SEMI)

will give you exposure to one of the most important and fastest growing sectors in the global economy which makes it suitable for long-term investors.

The fund follows the Solactive Global Semiconductor 30 Index which includes 30 leading semiconductor companies across developed markets such as NVIDIA, TSMC, Broadcom and ASML.

The strategy is focused but still offers diversification within the theme because about 99% of assets are invested in semiconductor and equipment companies which keeps the portfolio closely aligned with long-term industry growth.

The ETF can benefit from strong global trends such as AI, IoT, cloud computing and automation because all of these increase the demand for semiconductors.

The fund also maintains cost efficiency with a management fee of 0.45% per annum which makes it a great choice for investors who want long-term capital growth.

Global X Artificial Intelligence Infrastructure ETF (ASX: AINF)

will help you to invest in the less noticed foundation of the AI revolution.
The fund targets the infrastructure layer of AI because it invests in companies linked to energy systems, data centres, electrical equipment and materials that support large scale AI deployment.
Its strategy is very focused as it will give exposure to about 30 global companies through a concentrated portfolio that aims to benefit from rising demand for AI infrastructure.

AINF charges a management fee of 0.57% per annum which keeps it fairly priced for a specialised thematic ETF while also giving efficient access to a high growth market segment.

Long-term trends support this investment case because global spending on data centres is expected to cross US$2 trillion over the next five years which will increase demand for energy, cooling and connectivity solutions.

(Source: Company Announcements)