iShares Semiconductor ETF vs Texas Instruments Incorporated — how do they compare? iShares Semiconductor ETF trades at $557.96 (market cap $48.19B), while Texas Instruments Incorporated trades at $281.99 (market cap $263.20B). The key difference: Texas Instruments Incorporated is far larger — about 5.5× iShares Semiconductor ETF's market cap, and Texas Instruments Incorporated pays a 2.11% 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 Texas Instruments Incorporated for 76 Days on average.
| SOXX | TXN | |
|---|---|---|
Market Cap | $48.19B | $263.20B |
Volume | 10,257,578 | 5,850,256 |
Sector | Sector/Thematic | Technology |
52-Week High | $655.01 | $332.35 |
52-Week Low | $268.10 | $153.33 |
Typical Hold Time | 46 Days | 76 Days |
Enterprise Value | — | $270.25B |
Dividend Yield | — | 2.11% |
Signals from Pluang's Aura AI — not financial advice
SOXX trades at $559.40, down 4.04% over the past 24 hours, with technical indicators showing a bullish moving average signal but neutral oscillators. The semiconductor ETF faces mixed sentiment with strong AI-driven earnings growth projections but concerns about valuation premiums. Recent corporate actions include a 1:3 stock split scheduled for November 2026 and a $0.33 dividend payment in September 2026.
The outlook remains cautiously optimistic with AI infrastructure demand driving earnings growth, though high valuations and bearish bets from notable investors like Michael Burry present significant risks. Wall Street analysts maintain positive ratings based on semiconductor market expansion projections, with Bank of America forecasting near-doubling of the global chip market by 2030.
Texas Instruments (TXN) trades at $288.94, down 2.82% on the day, amid a broader semiconductor sell-off. The stock maintains a bullish technical outlook with strong moving average signals and key support at $286. Fundamentally, revenue and earnings are recovering, with Q2 2026 EPS beating expectations at $2.14 versus $1.91, driven by data center sales growth and margin expansion. The company's net income margin stands at 31.11%, with robust cash flow from operations of $7.15 billion in 2025.
The outlook for TXN is positive, supported by accelerating data center demand, AI infrastructure investments, and a consensus price target of $325 implying 12% upside. Risks include premium valuation with a P/E of 43.8 and rising debt-to-asset ratio of 40.61% in 2025. Analyst sentiment is bullish with 47.69% buy ratings, though competitive pressures and cyclical semiconductor demand pose headwinds.
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 →Dallas-based Texas Instruments generates over 95% of its revenue from semiconductors and the remainder from its well-known calculators. Texas Instruments is the world's largest maker of analog chips, which are used to process real-world signals such as sound and power. Texas Instruments also has a leading market share position in processors and microcontrollers used in a wide variety of electronics applications.
Read more on TXN →