REX Advisers Will Launch AI Chipmaking ETF on Nasdaq
The new CHIP exchange-traded fund will provide exposure to 55 global companies involved in semiconductor production.
Updated on Sept. 22, 2026 in Semiconductors
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REX Advisers is set to launch the REX AI Chipmaking ETF on Nasdaq on September 23, 2026. The new fund tracks the VettaFi AI Chipmaking Index, offering investors exposure to companies focused on wafer fabrication equipment, advanced packaging, and metrology.
Why it matters
The fund captures significant capital flows directed toward the specialized machinery required for manufacturing high-end silicon chips. To qualify for the portfolio, companies must derive more than half of their revenue from these specific chip production segments.
The CHIP-ticker fund holds 55 companies with a 0.65% expense ratio and a combined weight of 52.5% in its top 10 positions. Index weightings are divided into wafer fabrication equipment at 50%, advanced packaging at 25%, and metrology at 25%.
The players
REX Advisers
This investment firm manages the new exchange-traded fund focused on the semiconductor equipment sector.
VettaFi
This financial firm provides the index that serves as the tracking benchmark for the new fund.
Advantest Corp
This corporation is the largest holding in the index, representing 7.8% of the fund's total weight.
The details
The ETF portfolio rebalances on a quarterly basis to maintain its focus on the hardware supply chain. Advantest Corp is the largest individual holding, representing 7.8% of the total index weighting as of August 31, 2026.
Timeline
August 21, 2026: The VettaFi AI Chipmaking Index was launched.
August 31, 2026: Country weighting data for the index was recorded.
September 23, 2026: The REX AI Chipmaking ETF is scheduled to launch on Nasdaq.
The Tech Race
The introduction of this ETF underscores a broader shift in capital allocation from generic chipmakers to the specialized tool-makers required for advanced semiconductor manufacturing. This strategy mirrors the increasing industrial focus on hardware sovereignty and the critical machinery essential for next-generation computing power.
Retail investors can gain exposure to the semiconductor hardware supply chain through a single ticker symbol rather than managing individual stocks. The 0.65% expense ratio serves as a practical cost consideration for those incorporating this thematic fund into their long-term portfolios.
The takeaway
The rise of specialized hardware ETFs highlights the growing importance of infrastructure-level companies within the artificial intelligence boom. Investors should monitor quarterly rebalancing reports to understand how shifts in manufacturing technology impact the fund composition over time.
Further reading
For more information on the evolving hardware market, visit Semiconductors.
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