Semiconductor News & Analysis Feed
145 articles
2026-07-18
www.etf.com
2026-07-18
ETF.com
2026-07-17
seekingalpha.com
2026-07-17
Seeking Alpha
2026-07-17
kraneshares.com
2026-07-17
KraneShares
2026-07-15
finance.biggo.com
2026-07-15
finance.biggo.com
2026-07-14
news.google.com
2026-07-14
Yahoo Finance
2026-07-12
www.foreignpolicyjournal.com
2026-07-12
foreignpolicyjournal.com
2026-07-11
finance.yahoo.com
2026-07-11
Yahoo Finance
2026-07-11
www.fool.com
2026-07-11
The Motley Fool
2026-07-11
www.fool.com
2026-07-11
The Motley Fool
2026-07-11
finance.yahoo.com
2026-07-11
Yahoo Finance
2026-07-11
247wallst.com
2026-07-11
24/7 Wall St.
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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
2026-07-11
finance.yahoo.com
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
2026-07-10
www.etf.com
2026-07-10
ETF.com
www.etf.com
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2026-07-09
pluang.com
2026-07-09
Pluang
Semiconductor stocks drop sharply after hitting record highs, raising valuation concerns.
After a strong run driven by artificial intelligence demand, semiconductor stocks have started to decline. The PHLX Semiconductor Index fell 4.7%, dropping below its 50-day moving average for the first time since April. The iShares Semiconductor ETF ...
Market News
Bearish
·
1 day ago
2026-07-08
www.fool.com
2026-07-08
The Motley Fool
The artificial intelligence (AI) revolution has been led by semiconductor stocks, as chipmakers are the vehicles that enable AI. Chip stocks have been the hottest on the market through the AI boom, but there has been some pullback this year as investors are concerned about high valuations and whether huge investments are actually paying off for some companies.
Investors hesitant to jump into AI s
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
This Semiconductor ETF Is Up 58% This Year and Doesn’t Own TSMC
Michael Williams
Tue, July 7, 2026 at 10:30 AM PDT 4 min read
2330.TW
-2.03%
NVDA
-0.01%
AMD
+5.39%
QCOM
+2.36%
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Trading disclosure
Quick Read
SMHX has surged 58% in 2026 and 90% over the past year by owning only AI chip designers like NVIDIA, AMD, and Qualcomm.
TSMC, the $2.3 trillion foundry excluded from
2026-07-08
247wallst.com
2026-07-08
24/7 Wall St.
The VanEck Fabless Semiconductor ETF (NASDAQ:SMHX) has ripped higher in 2026, gaining 58.48% year to date through July 6, and it does not own a single share of the world’s largest chipmaker. Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction), the foundry that physically fabricates chips for nearly every marquee AI silicon designer, is absent by design. That absence is written int
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
This Semiconductor ETF Is Up 54% This Year and Refuses to Own Intel
Michael Williams
Mon, July 6, 2026 at 3:49 PM PDT 5 min read
INTC
-0.14%
NVDA
+3.65%
QCOM
+1.96%
2330.TW
-2.03%
Explore stocks on Coinbase
Trading disclosure
Quick Read
SMHX has surged 54% year to date by targeting only fabless designers like NVIDIA and Qualcomm, excluding chip manufacturers by mandate.
Intel (INTC) jumped 226%
2026-07-07
247wallst.com
2026-07-07
24/7 Wall St.
A semiconductor ETF has ripped higher in 2026 without owning one of the most recognizable chip names on the market. The VanEck Fabless Semiconductor ETF (NASDAQ:SMHX) is up 54.22% year to date through July 2, 2026, and it holds zero shares of Intel (NASDAQ:INTC | INTC Price Prediction). That absence is baked into the fund’s mandate.
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What SMHX Actually Owns
SMHX is issued by VanEck an