Semiconductors are the lynchpins of the artificial intelligence (AI) revolution. Still, this is just the tip of the iceberg when it comes to semiconductor investment implications.
The importance of chips in today’s AI-dominated investing landscape highlights the utility of ETFs such as the Invesco QQQ Trust (QQQ) and the Invesco NASDAQ 100 ETF (QQQM). Those ETFs track the same index, meaning they have the same rosters. Those lineups are chock of semiconductor equities, including Nvidia.
Those are potentially compelling attributes, particularly for investors that want semiconductor exposure while avoiding the task of selecting individual stocks. QQQ and QQQM are certainly useful on that front as the ETFs are homes to slews of chip names.
QQQ Chip Exposure Matters
Data confirm the viability of QQQ and QQQM as avenues to semiconductor investing.
“The global semiconductor industry is expected to reach US$975 billion in annual sales in 2026, a historic peak fueled by an intensifying AI infrastructure boom,” according to Deloitte. “Growth reached 22% in 2025 and is projected to accelerate to 26% in 2026, and even if growth moderates thereafter, annual sales of US$2 trillion seem likely by 2036.”
