In this paper, we update the investment case for the MarketVectorTM Index (“MarketVector”) MVIS® US Listed Semiconductor 10% Capped ESG Index (MVSMC). Together with MVIS® US Listed Semiconductor 25 Index (MVSMH), there are over USD 10 billion assets under management1 linked to our semiconductor indexes. We start by exploring how to distinguish between different semiconductor technologies and use cases. Semiconductors are not a “one size fits all” solution and understanding their diverse applications is crucial in identifying how to gain exposure to specific tech themes as they evolve. We will then delve into the driving forces behind the growth of the semiconductor industry, the prevalence of semiconductors in other notable growth themes. Finally, we will showcase the index’s methodology, built and maintained based on best practices of benchmark design, ensuring the investability and capacity required to underlie some of the largest semiconductor funds in the world.

Source1: Data as of July 2022.

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