Two ASX ETFs that could help you tap the AI boom
AI is rapidly becoming embedded across industries from healthcare and finance to logistics and defence, and behind this shift is an enormous infrastructure buildout.
Here are two ASX ETFs that provide exposure to AI infrastructure and semiconductors which will let investors be a part of the upcoming AI boom which is expected to transform the global economy.
Global X Artificial Intelligence Infrastructure ETF (ASX: AINF)
Global X Artificial Intelligence Infrastructure ETF will give access to the Mirae Asset AI Infrastructure Index which is focused on companies that operate in electric utilities, data centre equipment, thermal management and metals such as copper and uranium that are used in AI infrastructure.
The fund has about 30 companies and uses a market cap weighted strategy while rebalancing twice a year and the expense ratio is 0.57% per year.
Sector exposure is spread across electrical equipment, metals and mining as well as electronic equipment companies which makes the portfolio well diversified.
Most of the ETF is invested in the United States while Canada, Ireland and China also make up healthy portion of the remaining portfolio.
AINF gives exposure to the physical infrastructure side of AI which is expected to see more investment because global data centre spending is likely to rise significantly over the next few years.
Global X Semiconductor ETF (ASX: SEMI)
Global X Semiconductor ETF will give exposure to major global semiconductor companies which power modern technologies that we see around us.
The ETF will give access to the Solactive Global Semiconductor 30 Index which includes 30 of the largest semiconductor companies from developed markets along with Taiwan and South Korea.
The fund has an expense ratio of about 0.45% per year and its top holdings include Taiwan Semiconductor, NVIDIA, Broadcom, ASML and AMD which are some of the most important companies in the global semiconductor industry.
Semiconductors sector is expected to grow a lot over the long-term because they are essential for AI data centres and various other next generation technologies.
(Source: Company Reports)
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