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AI's Critical Constraints. One Ticker.
NECK is now trading.
The xETFs AI Bottlenecks ETF is an actively managed ETF that seeks to invest in a portfolio of companies positioned at critical constraints across the AI industry.
AI is as much an infrastructure story as it is a software one. The buildout can only move as fast as its scarcest inputs allow, and the Fund focuses on areas where we believe supply can't keep up with demand, where pricing power is shifting, or where company positions may be difficult to replicate.
To learn more about the fund, or to view risks, holdings or the prospectus, visit xetfs.com/neck
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AI growth is usually discussed in terms of models and compute. But arguably, the harder problem is a physical one.
Before a model can be trained or served, someone must build the facility that runs it, secure the power to feed it, and manufacture the memory, optics and silicon inside it. Each of those can carry a lead time.
Capacity arrives when the slowest input catches up.
The AI buildout can only move as fast as its scarcest inputs allow. And these constraints are what NECK is built around.
To learn more about the fund, or to view risks, holdings or the prospectus, visit xetfs.com/neck
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xETFs Weekly Distribution Announcement
• $NYYY (xETFs NVDA Daily Income ETF) — $0.1702 per share
Distribution Rate: 19.82%
30-Day SEC Yield: 2.38%
• $TYYY (xETFs TSLA Daily Income ETF) — $0.1463 per share
Distribution Rate: 19.29%
30-Day SEC Yield: 1.70%
Ex Date: September 23, 2026 | Pay Date: September 24, 2026
Daily Income ETFs — Stay Invested. Generate Income.
Learn More ↓
xetfs.com/nyyy
xetfs.com/tyyy
#ETF #DailyIncome #NVDA #TSLA #xETFs
This material must be preceded or accompanied by a prospectus: NYYY (bit.ly/4y2J3t7) and TYYY (bit.ly/4y2J3t7)
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The AI buildout does not have just one bottleneck. It can have many, and these obstacles to growth can shift over time.
The xETFs AI Bottlenecks ETF (NECK) seeks exposure across the areas where we believe constraints exist or may develop:
•Memory
•Optics, photonics and networking
•Power and infrastructure
•Semiconductors and compute
•Potential future bottlenecks
Since constraints may ease, migrate, or emerge, the Fund expects to periodically rebalance its investments to reflect changing market conditions.
Many Layers. One Ticker.
To learn more about the fund, or to view risks, holdings or the prospectus, visit xetfs.com/neck
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AI runs on high-bandwidth memory, and Korea controls 83% of the global HBM market.
SK hynix: 50%
Samsung: 33%
$KSMH seeks to provide exposure to Korea’s AI semiconductor supply chain; current exposures include both companies, plus 18 others across the value chain.
Source: Counterpoint Research, Q2 2026.
KSMH holdings as of September 14, 2026; holdings are subject to change. To learn more about the fund, or to view risks, holdings or the prospectus, visit xetfs.com/ksmh
TUCRM-5916068-09/26
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xETFs Weekly Distribution Announcement
• $NYYY (xETFs NVDA Daily Income ETF) — $0.1679 per share
Distribution Rate: 20.47%
30-Day SEC Yield: 2.38%
• $TYYY (xETFs TSLA Daily Income ETF) — $0.1471 per share
Distribution Rate: 20.47%
30-Day SEC Yield: 1.70%
Ex Date: September 16, 2026 | Pay Date: September 17, 2026
Daily Income ETFs — Stay Invested. Generate Income.
Learn More ↓
xetfs.com/nyyy
xetfs.com/tyyy
#ETF #DailyIncome #NVDA #TSLA #xETFs
This material must be preceded or accompanied by a prospectus: NYYY (bit.ly/4y2J3t7) and TYYY (bit.ly/4y2J3t7)
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It was excellent connecting with friends and colleagues at @FutureProof_HQ this year. Thank you for all the great questions and conversations, and especially to @ETCETF for hosting us at the ETF Oasis. Until next time!
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AI servers need advanced multi-layer boards to move data between chips, and that market is heating up.
ISU Petasys, a Korean maker of high-speed PCBs, added two new hyperscaler customers in Q2 2026 amid board price hikes, and Q2 2026 revenue was up 57% versus Q1 2025.
$KSMH, the xETFs Korea AI Semiconductor ETF, seeks to provide exposure to the Korean AI Semiconductor supply chain.
Source: company filings; Gate News, Aug 2026.
#AI #semiconductors #Korea
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To learn more about the fund, or to view risks, holdings or the prospectus, visit xetfs.com/ksmh
TUCRM-5875885-8/26
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Beautiful day here at @FutureProof_HQ in Huntington Beach! The xETFs team is set up at the ETF Oasis. Cheers!
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LEENO Industrial makes the precision sockets and probes used to test chips before they ship. In Q2 2026 it posted a record quarter: revenue +27% YoY and a 51.3% operating margin, on demand to test AI chips.
$KSMH, the xETFs Korea AI Semiconductor ETF, seeks to provide exposure to the Korean AI Semiconductor supply chain.
Source: Newspim, Aug 2026.
#semiconductors #AI #Korea
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To learn more about the fund, or to view risks, holdings or the prospectus, visit xetfs.com/ksmh
TUCRM-5875885-8/26
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Meet us at @FutureProof_HQ! Johnny Wu and Jon Ryan will be at ETF Oasis, Cabana 409-M on Tuesday and Wednesday. See you in Huntington Beach.
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See you at @FutureProof_HQ. Find xETFs at ETF Oasis, Cabana 409-M, September 14-17 in Huntington Beach, CA.
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Everyone interested in the AI memory trade is watching Micron and other megacap names. But the real center of it could be somewhere most US investors aren't looking: Korea.
Our CIO Kenneth Wong joined @WOLF_Financial on @TheETFTracker to break it down:
● Samsung + SK hynix supply ~80% of the world's high-bandwidth memory (HBM)
● ~two-thirds of global dynamic random-access memory (DRAM)
● ~half of global NAND (Not-AND, a type of non-volatile storage technology)
KSMH (Nasdaq: KSMH) seeks to provide exposure to Samsung, SK hynix and the wider Korean AI semiconductor supply chain.
To learn more about the Fund’s risks, expenses and holdings, or to view a prospectus, visit xetfs.com/ksmh.
Source: Counterpoint Research (HBM, DRAM); TrendForce (NAND), Q1 2026.
KOREA IS QUIETLY RUNNING THE ENTIRE AI MEMORY TRADE
Kenneth Wong, @xETFs, says:
- SK Hynix and Samsung control about 80% of the HBM market, two-thirds of DRAM, and
half of NAND. Most US investors are watching Micron and missing this.
- Global memory demand is on pace to roughly quadruple this year.
- xETFs just launched $KSMH to track the entire Korean supply chain riding that wave: materials, equipment, packaging, testing.
This is a paid advertisement. WOLF Financial and its partner accounts are compensated by xETFs to promote the Fund. This compensation creates a potential conflict of interest. Certain information contained herein has been supplied by third parties; actual performance may differ materially. To learn more about the Funds risks, expenses and holdings, or to view a prospectus, visit xetfs.com/ksmh.
TUCRM-5850264-08/26
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xETFs is heading to @FutureProof_HQ next week. Find us at ETF Oasis, Cabana 409-M, September 14-17 in Huntington Beach, CA.
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xETFs Weekly Distribution Announcement
$NYYY (xETFs NVDA Daily Income ETF) — $0.1773 per share
Distribution Rate: 20.63%
30-Day SEC Yield: 2.38%
$TYYY (xETFs TSLA Daily Income ETF) — $0.1428 per share
Distribution Rate: 19.28%
30-Day SEC Yield: 1.70%
Ex Date: September 9, 2026 | Pay Date: September 10, 2026
Daily Income ETFs — Stay Invested. Generate Income.
Learn More ↓
xetfs.com/nyyy
xetfs.com/tyyy
#ETF #DailyIncome #NVDA #TSLA #xETFs
This material must be preceded or accompanied by a prospectus: NYYY (bit.ly/4y2J3t7) and TYYY (bit.ly/4y2J3t7)
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Order backlogs may be one of the best early signals in the chip-equipment business, because they show demand before it turns into revenue.
Jusung Engineering's backlog more than tripled in one quarter, from about 75B won (end of Q1 2026) to about 234B won (end of Q2), and it swung back to an operating profit in Q2 2026, from an operating loss in Q1.
$KSMH, the xETFs Korea AI Semiconductor ETF, seeks to provide exposure to the Korean AI Semiconductor makers.
Source: The Elec, Aug 2026.
#semiconductors #AI #Korea
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To learn more about the fund, or to view risks, holdings or the prospectus, visit xetfs.com/ksmh
TUCRM-5875885-8/26
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