SEMI.AX is trading at A$35.88 (+3.01%) as global semiconductor shares rally.

  • The Philadelphia Semiconductor Index rose 3.4%, while Micron gained more than 6%.
  • Asian semiconductor shares extended the rally on September 7, with South Korea’s KOSPI up 3.33% and SanDisk, SK Hynix, and Micron sharply higher.
  • Nvidia’s US$3.5 billion MediaTek investment and expanded AI-chip collaboration reinforced optimism around AI infrastructure demand.