"KSTR is up 70% year to date, and that's mostly comprised of the chip makers," said Henry Greene, KraneShares Senior Investment Strategist, in a recent interview on Schwab Network.

Additionally, he discussed the global rotation out of AI hardware names and into Chinese internet companies like Alibaba and Baidu, arguing that the hyperscalers in KWEB are finally getting recognition for their AI investment and cloud growth potential.

He also highlighted the upcoming CXMT IPO on China's STAR Market as a major catalyst for Chinese memory chips, noting Apple's interest in the company as a cost-effective supplier, a dynamic he sees as a key tailwind for KSTR.

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This material contains the speakers' opinions. It is provided for informational purposes only and should not be regarded as investment advice or a recommendation of specific securities.

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