Traders Heavy Buy in the Nasdaq 100 Despite Semiconductor Selloff - Investing.com

Despite semiconductor industry selloff, traders continue heavy buying in the Nasdaq 100, revealing market participants' confidence in long-term technology stock value and rational response to short-te... Read original →

The semiconductor selloff hasn’t dented institutional conviction in the Nasdaq 100’s long-term tech thesis—instead, it underscores strategic bets on AI infrastructure. Technically, memory and logic chip volatility is accelerating adoption of chiplet architectures and advanced packaging, reshaping demand across EDA, equipment, and OSAT segments. Regulatory pressures, especially U.S. export controls, are forcing firms to divert 15–20% of capex to Mexico and Vietnam, inflating compliance overhead. In response, TSMC (Taiwan, China) and Samsung are aggressively scaling sub-3nm capacity, while NVIDIA locks in cloud partners via custom AI ASICs. Over the next 12–24 months, a brutal shakeout looms: second-tier players lacking cutting-edge nodes or software integration will fade, while leaders in heterogeneous integration and power efficiency will define the next growth wave.