Semiconductor ETFs were among the most popular thematic exposures in Australia in FY26, attracting around $290 million in net inflows over the financial year including a record $131 million in June alone, according to Global X.

The ETF provider’s Semiconductor ETF, SEMI, was the best-performing ETF over the six-month period with returns of 101 per cent, while the iShares MSCI South Korea  

Capped Index ETF and Betashares Asia Technology Tigers ETF also performed strongly with 94.1 per cent and 58.9 per cent returns respectively. 

According to the firm’s senior product and investment strategist Marc Jocum, the rally was driven by strong demand for advanced chips, high-bandwidth memory and AI servers, with companies across…