QTUM is trading at $132.69 (up 2.1%) in after-hours trading following a SEMI report highlighting 13% growth in silicon wafer shipments during Q1 2026.
- The shipment surge is attributed to robust AI data center demand, providing a significant sector catalyst that outweighs broader concerns regarding AI spending and missed targets from OpenAI.
- This positive semiconductor data allows the technology ETF to outperform mixed market futures and maintain momentum despite volatility in the wider tech landscape.