VanEck Semiconductor ETF vs Tempus AI — how do they compare? VanEck Semiconductor ETF trades at $603.33 (market cap $73.92B), while Tempus AI trades at $70.93 (market cap $12.58B). The key difference: VanEck Semiconductor ETF is far larger — about 5.9× Tempus AI's market cap, and VanEck Semiconductor ETF is trading nearer its 52-week high, Tempus AI nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold VanEck Semiconductor ETF for 101 Days and Tempus AI for 23 Days on average.
| SMH | TEM | |
|---|---|---|
Market Cap | $73.92B | $12.58B |
Volume | 11,050,892 | 7,444,569 |
52-Week High | $668.91 | $96.39 |
52-Week Low | $325.10 | $41.55 |
Typical Hold Time | 101 Days | 23 Days |
Sector | — | Broad Market / Factor |
Enterprise Value | — | $13.21B |
Signals from Pluang's Aura AI — not financial advice
SMH (VanEck Semiconductor ETF) trades at $606.82, down 2.91% on the day but maintains a bullish technical outlook with strong moving average support. The semiconductor sector shows robust performance with the ETF up approximately 69% year-to-date through September 2026, significantly outpacing the broader market. Recent industry developments include AMD's $8.2 billion acquisition of World Labs, expanding AI capabilities across the semiconductor ecosystem.
The semiconductor sector's structural growth driven by AI adoption presents continued upside potential, though concentration risk in top holdings like Nvidia and cyclical industry volatility remain key considerations. Technical support at $597 and resistance at $620 define near-term trading ranges, with the overall bullish trend supported by strong sector fundamentals and institutional interest.
Tempus AI (TEM) trades at $69.28, down 1.44% today, with a bullish technical signal despite negative profitability metrics. The company shows strong revenue growth (2026: $1.4B) but continues to post net losses (-$254M in 2026). Recent positive developments include FDA clearance for its ECG-MR AI product and 13 abstracts accepted for ESMO Congress 2026. Analyst consensus is strongly bullish with 64% buy ratings and a $72.60 price target, representing 4.8% upside from current levels.
The outlook remains cautiously optimistic given strong analyst support and recent business milestones, though profitability challenges and insider selling pose near-term risks. Revenue growth acceleration and AI product expansion provide potential catalysts, but investors should monitor cash burn and margin improvement progress for sustainable value creation.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
The fund normally invests at least 80% of its total assets in securities that comprise the target index. The index includes common stocks and depositary receipts of US exchange-listed companies in the semiconductor industry. Such companies may include medium-capitalization companies and foreign companies that are listed on a US exchange. The fund is non-diversified.
Read more on SMH →Tempus AI Inc is a technology company. It has built the Tempus Platform, which comprises both a technology platform to free healthcare data from silos and an operating system to make the resulting data useful. Its Intelligent Diagnostics use AI, including generative AI, to make laboratory tests more accurate, tailored, and personal.
Read more on TEM →