iShares Semiconductor ETF vs Seagate Technology Holdings PLC — how do they compare? iShares Semiconductor ETF trades at $560 (market cap $48.19B), while Seagate Technology Holdings PLC trades at $782 (market cap $176.19B). The key difference: Seagate Technology Holdings PLC is far larger — about 3.7× iShares Semiconductor ETF's market cap, and Seagate Technology Holdings PLC pays a 0.38% dividend while iShares Semiconductor ETF pays none. Which is the better fit depends on your goals — on Pluang, investors hold iShares Semiconductor ETF for 46 Days and Seagate Technology Holdings PLC for 41 Days on average.
| SOXX | STX | |
|---|---|---|
Market Cap | $48.19B | $176.19B |
Volume | 10,257,578 | 5,061,875 |
Sector | Sector/Thematic | Technology |
52-Week High | $655.01 | $1.09K |
52-Week Low | $268.10 | $211.63 |
Typical Hold Time | 46 Days | 41 Days |
Enterprise Value | — | $178.34B |
Dividend Yield | — | 0.38% |
Signals from Pluang's Aura AI — not financial advice
SOXX trades at $559.67, down 3.99% on the day but maintains a bullish technical outlook with strong moving average signals. The semiconductor ETF benefits from AI-driven demand, with Bank of America projecting the global chip market could nearly double by 2030. Recent news highlights strong September performance and ongoing institutional interest, though Michael Burry's expanded short position signals some bearish sentiment.
The outlook remains positive given structural AI growth catalysts, but investors face valuation concerns with SOXX trading at a P/E premium versus broader markets. Key risks include concentration in top holdings and potential AI development slowdowns. Wall Street maintains generally bullish ratings based on earnings growth potential.
Seagate Technology (STX) trades at $780.39, down 3.34% amid concerns about increased competition from Toshiba's planned HDD production expansion. The stock shows strong fundamental performance with Q2 2026 EPS beating expectations at $5.71 versus $5.10, and maintains robust profitability with 26.11% net margin and 371.53% ROE. Technical indicators signal bearish momentum with price below key pivot points, though RSI suggests potential oversold conditions at 24.89.
Despite near-term competitive pressures, Seagate's dominant position in AI storage and strong earnings trajectory support long-term growth. The consensus price target of $1,130 represents 45% upside potential, but investors face risks from pricing pressure and market share erosion as Toshiba expands capacity in 2027.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
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 →Seagate is a leading supplier of hard disk drives for data storage to the enterprise and consumer markets. It forms a practical duopoly in the market with its chief rival, Western Digital
Read more on STX →