The status of QQQ and QQQM as cap-weighted ETFs is also pertinent. This puts market participants utilizing these ETFs front-and-center in terms of AI chip access. Importantly, as Deloitte notes, generative AI chips are expected to account for half of global shipments this year.
QQQ/QQQM investors should also consider goings on in the data center space. As 2026 unfolds, QQQ/QQQM investors should also stay abreast of semiconductor companies’ reshoring and vertical integration efforts.
“In 2026 and beyond, chip companies should not only consider expanding the breadth and scope of their operations by establishing more AI fabs or developing new AI chip platforms, but also foster strategic partnerships and make direct investments to build an ecosystem around their fab or chip platforms,” concluded Deloitte.
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