ISDE.L is trading at $30.64 (-4.40%) following a sharp selloff in Asian semiconductor stocks and growing investor concern over potential post-election AI investment restrictions.
- The decline is driven by a 5.28% drop in South Korea’s KOSPI, led by Samsung Electronics and SK hynix; these two chipmakers represent approximately 28% of the fund's total holdings.
- Market sentiment has been further dampened by fears that new restrictions on AI data centers could delay infrastructure spending, contributing to a broader global retreat from AI-linked technology equities.