iShares Semiconductor ETF vs Wolfspeed Inc — how do they compare? iShares Semiconductor ETF trades at $572.75 (market cap $48.19B), while Wolfspeed Inc trades at $31.66 (market cap $1.64B). The key difference: iShares Semiconductor ETF is far larger — about 29.4× Wolfspeed Inc's market cap, and iShares Semiconductor ETF is trading nearer its 52-week high, Wolfspeed Inc nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold iShares Semiconductor ETF for 46 Days and Wolfspeed Inc for 19 Days on average.
| SOXX | WOLF | |
|---|---|---|
Market Cap | $48.19B | $1.64B |
Volume | 10,257,578 | 22,772,687 |
Sector | Sector/Thematic | Technology |
52-Week High | $655.01 | $73.68 |
52-Week Low | $268.10 | $14.80 |
Typical Hold Time | 46 Days | 19 Days |
Enterprise Value | — | $2.35B |
Signals from Pluang's Aura AI — not financial advice
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.
Wolfspeed (WOLF) trades at $31.37, down 1.45% on the day, with a bullish technical signal from moving averages. The company shows severe fundamental strain, with a gross profit margin of -16.05% and a net income margin of -212.41% for 2025, though 2026 projections indicate a potential turnaround to slight profitability. Recent news highlights expansion of its 200mm silicon carbide portfolio, positioning it in the growing AI and electrification markets.
The outlook is speculative, with significant upside potential if operational targets are met, but high execution risk persists. Analyst consensus is mixed with a $54.32 price target, suggesting substantial upside from current levels if the company can achieve revenue growth and margin improvement as forecasted.
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 →Wolfspeed is the global leader in wide bandgap semiconductors, specializing in silicon carbide (SiC) and gallium nitride (GaN) materials and devices. It operates a vertically integrated model, controlling the entire process from raw material substrate production to advanced power modules, serving as a critical infrastructure provider for electric vehicles (EVs), renewable energy, and AI data centers.
Read more on WOLF →