SOXX Gains 79% YTD as U.S.-China Chip Controls Force Dual Supply Chain Strategies
The iShares Semiconductor ETF has gained 79% year-to-date on AI chip demand, but U.S. export controls and Chinese rare earth restrictions are forcing chipmakers into parallel supply chain architectures. Nvidia's Vera Rubin is shipping while Chinese rivals Zhenwu V900 and J900 target 2027–2028. Edge AI players InspireSemi and Phison are carving enterprise verticals that sidestep restricted-hardware classifications.
Salvado•