🟢 Semiconductor ETF (VVSM.DE) is trading 3% up on September 25, 2026 amid strong AI-infrastructure demand

VVSM.DE is trading at €101.26, up 3.00%, as renewed semiconductor demand appears to drive recent momentum.

• Semiconductor stocks have led recent gains; AI-infrastructure demand remains strong, with AMD, Intel, and Marvell among notable outperformers.
• VVSM.DE’s top 10 holdings represent roughly 83% of assets, including AMD, Broadcom, NVIDIA, TSMC, ASML, and Micron, amplifying sector-wide moves.
• The move appears sector-driven rather than broad-market-driven; elevated Treasury yields and weaker semiconductor performance from NVIDIA on September 24 create a counterweight.