🟢 Global Semiconductors ETF (SEMI.AS) is trading 3.32% up today on renewed AI infrastructure demand

SEMI.AS is trading at $20.45, up 3.32%, as broad semiconductor buying reflects renewed optimism around AI infrastructure demand.

• CoreWeave and Super Micro Computer reported strong results and forecasts; CoreWeave’s backlog reached $104.2 billion.
• TSMC’s July revenue rose 44.7% year over year.
• July CPI matched expectations at 3.4%, reducing immediate rate-hike concerns and supporting growth-oriented technology shares.