On September 21, iShares Semiconductor ETF rose 5.03% in regular trading, trading at $559.88/share, with turnover of $3.335 billion. Multiple bullish catalysts converged to lift broad semiconductor sentiment.

On the news front, global power semiconductor majors have initiated a wave of coordinated price increases, while delivery lead times for key semiconductor equipment components in South Korea have doubled. CoWoS advanced packaging supply-demand conditions remain persistently tight, with equipment-level supply gaps transmitting upstream to component makers. Analysts note that semiconductor supply chain pricing power is structurally shifting from chip end-products toward equipment and components, where smaller-scale suppliers with high fixed-cost ratios stand to see price hikes translate directly into profit gains — and expansion cycles of 12 to 18 months leave supply elasticity at its weakest. Meanwhile, large-scale bullish options activity in major chip names such as AMD further reflects strong directional conviction among institutional investors. A recent BofA survey showed 53% of global fund managers view long semiconductors as the most crowded trade for a fourth consecutive month.

The fund generally invests at least 80% of its assets in the component securities of its index and in investments with substantially identical economic characteristics, and may invest up to 20% in certain futures, options, swap contracts, cash, and cash equivalents. The fund is non-diversified.

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