Asia is Building the Physical Core of AI: How to Invest
Wednesday, September 23, 2026 11:00 am - 12:00 pm EDT
Please register below to attend this event
Event Details:
Asia is Building the Physical Core of AI: How to Invest Wednesday, September 23, 2026 11:00 am - 12:00 pm EDT
75% of semiconductor production capacity and material supply is currently concentrated in Asia.1 Meanwhile, if AI adoption accelerates, data center capital expenditure could reach $50 trillion by 2050.2 This spending may create more demand for products from Asian companies like TSMC, SK Hynix, and Samsung. We believe demand for this physical infrastructure is likely to remain constant regardless of which models or applications ultimately emerge as leaders.
The KraneShares Asia AI Technology ETF (Ticker: KAIT) is designed to capture this demand by providing targeted exposure to public and private Asian companies building scarce technologies and specialized capabilities concentrated across Asia spanning foundries and memory to packaging, photonics, and power systems.
Join KraneShares CIO Brendan Ahern & Senior Investment Strategist Derek Yan, CFA to discuss:
- Why we believe Asia controls the critical AI bottlenecks
- Taiwan, Korea, China, and Japan’s role in AI bottlenecks spanning High Bandwidth Memory (HBM), chip foundries and packaging, photonics, and manufacturing equipment
- Why KraneShares launched KAIT
- KAIT's proprietary AI infrastructure scoring model designed to identify companies relevant to Asia’s AI infrastructure buildout
- How KAIT seeks to cover each potential bottleneck along the AI infrastructure supply chain
- Live Q&A
Investors can submit questions by emailing [email protected]
1 CFP/CIMA Credit Available
For KAIT standard performance, top 10 holdings, risks, and other Fund information, please click here.
Citations:
- Data from Oxford Economics, “Asia Chip Export Index: From Consumer Cycles to Compute Demand,” May 21, 2026.
- Data from PwC, “Where $31.6 Trillion of CapEx Flows in the Era-Defining AI Build-Out,” Global Data Centre Outlook 2026–50, September 2, 2026. Data modeled by Oxford Economics.
