Nick Frasse

Product manager covering thematic suite of ETFs at VanEck, including $SMH and $SMHX. He specializes in ETFs and investment strategies related to technology and innovation.

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Sep 7, 2025 • 1h 5min

The Era of AI Semiconductor CapEx | Angus Shillington & Nick Frasse (Fireside Chat)

Angus Shillington, lead semiconductor analyst at VanEck, and Nick Frasse, product manager for thematic ETFs at VanEck, dive into the explosive growth of capital expenditure in the semiconductor industry driven by AI. They discuss the monopolistic landscape shaped by firms like NVIDIA and TSMC, drawing parallels between AI's impact and past economic revolutions. Shillington shares insights on how tech giants are adapting their semiconductor strategies, while Frasse highlights the performance of VanEck's ETFs tailored for the AI-driven market.

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