Launched in 2021, ISM 1.0 was conceived as a state-backed push to build a full-stack chip ecosystem. The FM announced ISM 2.0 in the 2026 Budget to produce equipment and materials, design full-stack I ...
iShares Semiconductor ETF (SOXX) holds $20.6B in assets with a 0.34% expense ratio and market-cap weighting that gives NVIDIA 8% and Broadcom just over 8% of the portfolio, returning 33% year-to-date.
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