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TSMC Q2 Earnings Call: What It Means For SMH
Jul 22, 2026, 1:00 PM ETTSM, SMH, SMHX
VanEck
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TSMC Q2 2026: revenue up 36% YoY to $40.2B; net income surged 77.4% to a new record high.
Gross margin hit 67.7%, topping guidance, with advanced technologies at 77% of total wafer revenue.
Full-year 2
2026-07-21
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2026-07-21
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2026-07-20
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2026-07-20
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2026-07-20
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2026-07-20
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2026-07-17
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2026-07-17
Seeking Alpha
2026-07-14
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2026-07-14
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2026-07-12
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2026-07-12
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2026-07-11
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2026-07-11
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2026-07-11
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2026-07-11
24/7 Wall St.
2026-07-11
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2026-07-11
Yahoo Finance
XSD vs. SMH: Should Your Semiconductor ETF Be Equal-Weight or Cap-Weight?
John Seetoo
July 10, 2026 5 min read
SMH
+4.52%
2330.TW
0.00%
ASML.AS
+4.77%
MRVL
+6.68%
TSM
+5.55%
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Trading disclosure
Quick Read
SMH crushed XSD over five years, returning 376% versus 197%, but XSD's equal-weight structure flipped the ranking in 2026, gaining 71% to SMH's 65%.
SMH's edge include
2026-07-11
247wallst.com
2026-07-11
24/7 Wall St.
The SPDR S&P Semiconductor ETF (NYSEARCA:XSD) and the VanEck Semiconductor ETF (NASDAQ:SMH) both offer exposure to semiconductors, yet they are two very different bets. XSD spreads chips money almost evenly across roughly 40 U.S. semiconductor names. SMH funnels most of its dollars into the 25 largest, tilting hard toward the AI mega-caps. Over the last five years that structural choice produced a
2026-06-25
www.trefis.com
2026-06-25
Trefis
Nvidia’s Upbeat Forecast Lifts SMH’s Earnings Outlook
June 24th, 2026 by Trefis Team
SMH
VanEck Semiconductor ETF
The companies inside this popular semiconductor fund are signaling a clear direction for their earnings, and it’s worth paying attention.
The VanEck Semiconductor ETF (SMH) has returned a notable +138% over the past year, a figure that grabs your attention. But price is a trailing in
2026-06-19
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2026-06-19
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2026-06-16
www.foreignpolicyjournal.com
2026-06-16
foreignpolicyjournal.com
Massive capital expenditure commitments from the world’s largest tech companies are fueling unprecedented demand for semiconductors and the ETFs that track them.
Microsoft, Amazon, Alphabet, Meta Platforms, and Oracle have collectively committed to spending nearly $700 billion on capital expenditures in 2026, representing an 81% increase over the prior year.
Fleeing father leaves 4-year-old behi
2026-06-15
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2026-06-15
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SMH vs. SOXX vs. SOXQ: Which Semiconductor ETF Is the Best Buy Right Now?
DAVID DIERKING, THE MOTLEY FOOL
Mon, June 15, 2026 at 3:50 AM GMT+8
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Key Points
The VanEck Semiconductor ETF (SMH) is more top-heavy and allocates the most to mega-caps.
The iShares Semiconductor ETF (SOXX) is more spread out to smaller companies, but is one of the more expensive choices.
The Invesco PHLX Semiconductor E
2026-06-15
www.theglobeandmail.com
2026-06-15
The Globe and Mail
Key Points
The VanEck Semiconductor ETF (SMH) is more top-heavy and allocates the most to mega-caps.
The iShares Semiconductor ETF (SOXX) is more spread out to smaller companies, but is one of the more expensive choices.
The Invesco PHLX Semiconductor ETF (SOXQ) has a portfolio that is substantially the same as SOXX's, but with nearly half the expense ratio.
10 stocks we like better than VanEc
2026-06-15
finance.yahoo.com
2026-06-15
Yahoo Finance
SMH vs. SOXX vs. SOXQ: Which Semiconductor ETF Is the Best Buy Right Now?
David Dierking, The Motley Fool
Sun, June 14, 2026 at 12:50 PM PDT 4 min read
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Trading disclosure
Microsoft, Amazon, Alphabet, Meta Platforms, and Oracle committed to spending nearly $700 billion on capital expenditures for 2026, an 81% inc
2026-06-15
www.fool.com
2026-06-15
The Motley Fool
Microsoft, Amazon, Alphabet, Meta Platforms, and Oracle committed to spending nearly $700 billion on capital expenditures for 2026, an 81% increase over the prior year. The majority of that spending will help these companies meet semiconductor demand.
There are two primary exchange-traded funds (ETFs) that compete in this sector: the VanEck Semiconductor ETF (
SMH
+1.71%
) and the iShares Semicon
2026-06-13
www.etf.com
2026-06-13
ETF.com
www.etf.com
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2026-06-11
247wallst.com
2026-06-11
24/7 Wall St.
The VanEck Semiconductor ETF (NASDAQ:SMH) and the iShares Semiconductor ETF (NASDAQ:SOXX) appear to be substitutes on a fund screener. Both promise pure-play chip exposure, both charge roughly the same fee, and both ride the same AI cycle. The reason the choice still matters is that their indexes draw different lines around what counts as a chip stock and how much any one name can move the fund. I