Samsung Asset Management’s KODEX US Semiconductors exchange-traded fund has added SK hynix American depositary receipts after a regular change to its underlying index. The company said the inclusion follows the September rebalancing of the MVIS US Listed Semiconductor 25 Index, with an estimated weight of about 4.8 percent. SK hynix ADRs joined the index about two months after listing on Nasdaq on July 10.

Broadcom is keeping its long-term AI semiconductor revenue targets despite calls by Anthropic CEO Dario Amodei to slow the pace of high-performance AI model development. CEO Hock Tan said a potential slowdown in model development would not shake Broadcom’s outlook, citing strong and durable demand for inference as finished models are used in real products and services. Broadcom has forecast $115 billion in AI chip revenue in fiscal 2027 and $230 billion in fiscal 2028.