SEMI.AS is trading at $20.68, up 3.32%, extending the semiconductor rally on strong AI-infrastructure demand and TSMC’s increased 2026 capital-expenditure outlook.

  • NVIDIA gained 5.14% and TSMC jumped more than 6% on September 18.
  • Positive US-China discussions covering trade and artificial intelligence are adding risk appetite.
  • Asian technology shares and US equity futures advanced on September 21.