iShares Semiconductor ETF

SOXX

時価総額 $408億

Semiconductor stocks have pulled back despite strong AI demand and bullish revenue forecasts. Explore chip ETFs with relatively lower P/E ratios.

Few, if any, chip names have been left unscathed from the brutal selloff. But it's a chance to hunt for bargains.

After this weeks washout, the stage is set for bulls to regain control.

US semiconductor stocks were ​set to lose $2 ‌trillion in market value on ​Thursday in ​the steep selloff since ⁠last week, ​driven by rising ​bets of an interest-rate hike and ​concerns over ​the cost of the ‌AI ⁠buildout.

Reported details about Anthropic's financial progress are adding to concerns about the health of the AI ecosystem.

CNBC's Jim Cramer said investors shouldn't give up on semiconductor stocks despite the recent sell-off, arguing that strong demand for chips continues to support the industry's long-term growth. Cramer highlighted Micron's long-term customer agreements and the expanding use of CPUs from Intel and AMD as reasons the sector's underlying fundamentals remain strong.

Optical connectivity stocks have handed some investors gains that dwarf the broader market this year, but a 9% pullback in just the past month signals the window for a clean exit may already be closing.

Nvidia NVDA shares fell on Monday after Microsoft announced plans to ramp up production of its own artificial intelligence chip, calling the initiative its "biggest bet yet" on custom silicon. Nvidia stock was down around 1.60%, while Microsoft shares gained close to 1.25%.

Memory stocks are falling as a Chinese rival flagged progress on a denser server chip design that targets the most profitable corner of the industry. Micron Technology (NASDAQ:MU | MU Price Prediction) stock trades at $984.

CNBC's Cramer favors established AI winners despite valuation concerns. Here are ETFs offering diversified exposure to his top stock picks.