🟢 Semiconductor ETF (SOXX) is trading 3.47% up today on renewed AI infrastructure demand

SOXX is trading 3.47% up today as investors re-embrace AI infrastructure demand.

• Tower Semiconductor and NewPhotonics began high-volume shipments of optical-engine components for 800G–1.6T AI data-center interconnects.
• GMI Cloud is seeking $300 million to purchase Nvidia chips for a Thailand facility.
• Intel–SK Hynix discussions about U.S. memory-chip manufacturing are adding support to semiconductors, while the Federal Reserve’s September 16 rate hike removed immediate policy uncertainty.