Overseas Active AI ETFs Hit Record Highs as Markets Focus on Agentic AI Scaling

Yuanta Securities Investment Trust’s 00990A and Uni-President Asset Management’s 00988A actively invest across the overseas AI supply chain. The research team behind the Yuanta AI New Economy Active ETF said AI growth has spread beyond computing infrastructure into software, healthcare and consumer applications. Anthropic’s annualized revenue has reached $30 billion, up by more than 300% from 2025, underscoring that agentic AI has entered a scaling phase.

On April 30, 2026, the share prices of 00990A and 00988A both set record highs. The funds had about NT$27 billion and NT$23.5 billion in assets, respectively, and each gained more than 40% in April. Alphabet also raised its 2026 capital expenditure forecast to $180 billion–$190 billion, while Microsoft projected fiscal 2026 capital spending of $190 billion, continuing to support the AI supply-chain rally.