Taking all this into consideration, AI may be built around U.S. hyperscalers, but the infrastructure powering it is far more global.
Taiwan, Korea, China and Japan each control critical pieces of the AI supply chain, from advanced chips and HBM to optical networking, equipment and materials.
For investors already heavily exposed to U.S. semiconductor companies, that creates a very different source of AI exposure.
That’s the idea behind KAIT: complementing traditional U.S.-centric AI exposure with access to the companies building the infrastructure across Asia.
Here’s a look at KAIT’s top 10 holdings 👇
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