Bloomberg ETF analyst Eric Balchunas said AI, semiconductor and memory-related products inspired by DRAM could lift the number of technology-focused ETFs above 500.
A new batch of AI, semiconductor and memory-related exchange-traded funds is poised to come to market, a trend Bloomberg ETF analyst Eric Balchunas said could push the number of technology-related ETFs above 500. Balchunas wrote on X that the pipeline is being fueled in part by strong investor demand, with tech and thematic ETFs drawing $100 billion in inflows year to date. The surge in launches underscores how asset managers typically respond to sustained inflows by expanding product supply in fast-growing market segments.