Japan Semiconductor Materials & Equipment ETF Returns 104.54% in One Year

According to Seoul Economic Daily, the PLUS Japan Semiconductor Materials & Equipment ETF delivered 104.54% returns over the past year as of July 10, substantially outperforming major semiconductor ETFs during recent market corrections.

Japan dominates critical segments of the semiconductor supply chain, holding 48% of the global semiconductor materials market—ranked first worldwide—and 31% of the equipment market, second only to the United States. Global semiconductor capital expenditure is projected to rise 16.4% this year and 11.2% in 2027, according to Gartner, positioning Japanese suppliers to benefit from expanding investment in AI servers and data centers.