iShares Semiconductor ETF and VanEck Semiconductor ETF are recommended as strong buys due to robust capital investment driven by AI infrastructure and sector demand outpacing the broader market. The AI buildout is attracting unprecedented capital into semiconductors, influencing interest rates and reshaping investment flows. While SOXX is slightly preferred for new investments due to lower Nvidia exposure and fees, both ETFs benefit from long-term AI and data center growth trends. Key risks include high valuations and potential funding gaps, but current demand and multi-year contracts support a positive outlook.
As of Sep 18, 2026 23:03 WIB, SOXX trades at USD 523.93 with a 1-day gain of 0.93% on Pluang. SMH is priced higher at USD 564.08, rising 0.64% in the same period. Pluang data shows investors hold SMH longer, with a typical hold time of 98 days compared to 43 days for SOXX, indicating differing investment horizons despite both ETFs benefiting from AI-driven semiconductor demand.
Advanced Micro Devices (AMD) reported its best quarter ever, with revenue up 45% year-over-year and data center sales nearly doubling. The company projects Q4 revenue growth of 27%, driven by strong AI chip demand, and expects 2027 revenue growth abo...
In October 2026, investors poured billions into leveraged semiconductor and tech ETFs like SOXL and TQQQ despite falling prices, expecting rebounds. However, these funds reset their leverage daily, causing losses to compound and making recovery slowe...
Tech stocks, including hardware and software companies, experienced a significant selloff recently due to worries about the sustainability of the artificial intelligence (AI) trade. William Blair analyst Sebastien Naji highlighted that the iShares Se...
