REX Shares(@REXShares):Chipmakers bought $135.1 billion of equipment in 2025. SEMI forecasts $229.5 billion by 2028. That's 19.3% a year, against 11.1% a year over the seven years before it. The acceleration comes from three things happening at once: AI processors, the memory that feeds them, and fabs being built with government money. The REX AI Chipmaking ETF $CHIP holds the companies selling that equipment. See how the fund is built: https://t.co/XGGDmzq11g SEMI, July 14, 2026 forecast. Equipment market growth, not fund performance.

REX Shares

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가입 January 2017

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REX Shares@REXShares

2026.10.29 13:05

Chipmakers bought $135.1 billion of equipment in 2025. SEMI forecasts $229.5 billion by 2028. That's 19.3% a year, against 11.1% a year over the seven years before it. The acceleration comes from three things happening at once: AI processors, the memory that feeds them, and fabs being built with government money. The REX AI Chipmaking ETF $CHIP holds the companies selling that equipment. See how the fund is built: SEMI, July 14, 2026 forecast. Equipment market growth, not fund performance.