QUALCOMM, Inc. vs iShares Semiconductor ETF — how do they compare? QUALCOMM, Inc. trades at $176.92 (market cap $189.14B), while iShares Semiconductor ETF trades at $573.02 (market cap $48.60B). The key difference: QUALCOMM, Inc. is far larger — about 3.9× iShares Semiconductor ETF's market cap, and QUALCOMM, Inc. pays a 2.08% dividend while iShares Semiconductor ETF pays none. Which is the better fit depends on your goals — on Pluang, investors hold QUALCOMM, Inc. for 87 Days and iShares Semiconductor ETF for 46 Days on average.
| QCOM | SOXX | |
|---|---|---|
Market Cap | $189.14B | $48.60B |
Volume | 7,874,672 | 4,851,301 |
Sector | Technology | Sector/Thematic |
52-Week High | $251.10 | $655.01 |
52-Week Low | $124.07 | $268.10 |
Typical Hold Time | 87 Days | 46 Days |
Enterprise Value | $196.10B | — |
Dividend Yield | 2.08% | — |
Signals from Pluang's Aura AI — not financial advice
Qualcomm (QCOM) trades at $176.01, down 2.79% on the day, with a bearish technical signal but strong fundamentals including 21.01% net income margin and 33.75% ROE. Recent earnings show mixed results with Q2 2026 missing expectations, while the company benefits from diversification into AI data centers and automotive sectors. Analyst consensus price target stands at $204.48, representing 16% upside potential from current levels.
The stock presents a compelling opportunity with reasonable valuation (P/E 20.24) and transformative AI partnerships, particularly the Amazon AWS deal offering up to $60 billion in potential revenue. Key risks include smartphone market dependence and competitive pressures in AI chips. Wall Street sentiment leans positive with 43% buy ratings despite recent technical weakness.
SOXX trades at $582.94, down 1.1% on the day, with technical indicators showing a bullish trend supported by moving averages but overbought RSI levels. The semiconductor ETF benefits from strong AI-driven demand, with recent news highlighting sector momentum and major acquisitions. A 1:3 stock split is scheduled for November 2026, while dividend payments remain modest.
The outlook remains positive due to robust AI infrastructure growth projections, though high valuations and concentration risks warrant caution. Key risks include Michael Burry's bearish bets and potential sector rotation. Analyst sentiment is generally favorable, with earnings growth expected to support further upside if macroeconomic conditions remain stable.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
Qualcomm develops and licenses wireless technology and designs chips for smartphones. The company's key patents revolve around CDMA and OFDMA technologies, which are standards in wireless communications that are the backbone of all 3G and 4G networks. The firm is a leader in 5G network technology as well. Qualcomm's IP is licensed by virtually all wireless device makers. The firm is also the world's largest wireless chip vendor, supplying nearly every premier handset maker with leading-edge processors. Qualcomm also sells RF-front end modules into smartphones and chips into automotive and Internet of Things markets.
Read more on QCOM →SOXX provides investors with exposure to U.S. companies that design, manufacture, and distribute semiconductors. It tracks the ICE Semiconductor Index, offering a targeted investment in the technology sector's foundational components, including firms that produce chips, related equipment, and services. SOXX is a key vehicle for investors seeking to capitalize on trends in artificial intelligence, 5G, and other technologies that rely heavily on advanced semiconductor technology.
Read more on SOXX →