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VanEck Semiconductor ETF

SMH

Market cap $67.9B

573.00 USD

+17.23

3.1%

At close Updated Aug 27, 4:00 PM EDT

Pre-market

After hours

568.00

-5.00

0.87%

1 day

3.1%

5 days

0.63%

1 month

4.46%

3 months

-3.78%

6 months

41%

Year to date

53.5%

1 year

92.5%

5 years

321.26%

10 years

1,627.99%

News

Positive

Neutral

Negative

Sentiment 3-Months

Positive 43.7%

Neutral 25.4%

Negative 31%

24/7 Wall Street

Forget SMH and Its 87% Year: Three Semiconductor Funds Did Much Better

SMH delivered a jaw-dropping year, yet three semiconductor funds quietly left it in the dust by betting on corners of the chip market that most investors completely ignored.

Forget SMH and Its 87% Year: Three Semiconductor Funds Did Much Better

Nvidia's Halo Effect: Let's Look At How Much Of Today's Chip Rally Is Real

Nvidia's strong earnings signal genuine, funded demand in the AI infrastructure build-out, impacting the entire semiconductor stack. AI-related stocks surged on Nvidia's print, but much of the move reflects sentiment rather than company-specific fundamentals.

Nvidia's Halo Effect: Let's Look At How Much Of Today's Chip Rally Is Real

Zacks Investment Research

ETFs to Buy as NVIDIA Beats on Q2 Earnings, Views 70% Top-Line Growth in FY28

NVIDIA beats Q2 estimates and sees 70% fiscal 2028 revenue growth, while NVDA-heavy ETFs offer exposure with less company-specific risk.

ETFs to Buy as NVIDIA Beats on Q2 Earnings, Views 70% Top-Line Growth in FY28

AI Theme Still Running Hot as Nvidia Beats Q2 Earnings Estimates

Heading into Q2 fiscal 2027 earnings, the capital markets wondered if the vaunted chipmaking giant Nvidia still has its mojo. Despite rallying to atmospheric levels over the past three years, this massive upside is already baked into its stock price.

AI Theme Still Running Hot as Nvidia Beats Q2 Earnings Estimates

U.S. considers fresh round of tariffs on semiconductors, report says

Trump is reportedly considering broader semiconductor tariffs, Politico reported Thursday. The tariffs could cover servers, laptops and gaming hardware, people familiar with the matter told the outlet.

U.S. considers fresh round of tariffs on semiconductors, report says

US weighs a new round of tariffs on semiconductors, Politico reports

The Trump administration is considering a new round of sweeping tariffs on semiconductors, Politico ‌reported on Thursday citing eight people familiar with discussions.

US weighs a new round of tariffs on semiconductors, Politico reports

The AI CapEx Trifecta: Grid, Gear, And Local Pushback

AI CapEx is at the heart of this supercycle. Full stop. If data center delays push hyperscaler CapEx to the right, the impact can spread well beyond cloud stocks into semiconductors, networking, memory, and power equipment.

The AI CapEx Trifecta: Grid, Gear, And Local Pushback

BofA warns of another 10% decline in chip stocks

Even as Wall Street's broader conviction on artificial intelligence holds firm, short-term positioning fatigue is threatening to unwind the market's most lucrative trade. Chip stocks face a sharp near-term drawdown risk, driven less by any operational stumble than by overcrowded portfolio bets colliding with macroeconomic pressure.

BofA warns of another 10% decline in chip stocks

The Motley Fool

Prediction: SOXX Will Continue to Outperform SMH. Here's Why.

SOXX leads SMH by 16.54 percentage points in 2026 returns. SOXX's lead comes down to several issues, including the ETF's structure.

Prediction: SOXX Will Continue to Outperform SMH. Here's Why.

AI Semiconductor Chips Vs. Software Stocks: Understanding Cyclicality And Disruption

Software stocks have recently outperformed semiconductor stocks, but long-term risks and narratives differ across both sectors. Nvidia Corporation and Microsoft Corporation are both AI-driven, but NVDA faces custom ASIC risk, while MSFT's growth is tied to Azure and custom chips.

AI Semiconductor Chips Vs. Software Stocks: Understanding Cyclicality And Disruption

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