Overseas Tech ETFs Shine in 2025 as AI Becomes Top Investment Theme

Overseas equity ETFs benefited in 2025 as generative AI fueled investment in data centers, chips and communications equipment. Fuh Hwa Securities Investment Trust's Fuh Hwa China 5G ETF, which focuses on China's AI infrastructure supply chain, delivered the year's best performance. The result shows that AI has moved beyond a conceptual investment theme to actual capital spending, becoming a key driver of returns for technology ETFs.

Fuh Hwa China 5G ranked first on the top-10 overseas ETF performance list published as of the end of 2025, as investors broadened their focus to leading AI technology companies in the United States, Japan and China. Looking to 2026, experts recommended using related technology ETFs to gain exposure to the sector's growth. The original event data did not disclose individual fund returns, assets under management or trading turnover.