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Summary

The Invesco Semiconductors ETF offers an attractive exposure to the semi equipment and analog chip manufacturers.

The demand from the AI infrastructure is so high that the main foundries are planning more than $200 billion in CapEx to expand the capacity.

I am bullish on PSI ETF potential, as the fund could return to its ATH upon favorable development in the semiconductor industry.

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My previous article on Invesco Semiconductors ETF (PSI) argued that the fund is an attractive investment thanks to its balanced exposure to data center AI, chip design, and semiconductor tools and equipment.…