NVIDIA

Broadcom

Advanced Micro Devices

Texas Instruments

QUALCOMM

Intel

Applied Materials

Micron Technology

Analog Devices

Lam Research

VanEck Vectors Semiconductor ETF

SMH tracks a market-cap-weighted index of 25 of the largest US-listed semiconductors companies.

Semis are an integral part of the U.S. economy. Though chip stocks have stalled recently, forward growth remains strong, and several indicators suggest that higher prices are on the horizon.

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After two years of annual gains topping 20% for the S&P 500, Wall Street experts anticipate a moderate performance in 2025.

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VanEck Semiconductor ETF investors have benefited from the AI surge but faced slower-than-anticipated recovery opportunities in non-AI segments. Nvidia's upcoming earnings release is critical to underpinning the bullish momentum in SMH. Geopolitical tensions and Intel and Samsung's CapEx slowdowns pose structural headwinds for wafer fab equipment makers, impacting SMH.

SMH: A Textbook Buying Opportunity Has Arrived

I rate the VanEck Semiconductor ETF (SMH) as a Hold due to concentration risk, high valuation, and technical analysis suggesting near-term downside momentum. SMH has a high P/E ratio of 60x, indicating stretched valuations, making it a poor capital allocation choice at this time. Geopolitical risks, including potential tariffs and tighter controls on semiconductor exports, could negatively impact SMH's holdings and profitability.

VanEck Semiconductor ETF: In A Holding Pattern

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The week right after the election, the stock market and investors were downright jubilant.  This past week, the best word to describe them as is disappointed (for many outside of bitcoin investors).

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The semiconductor industry could be facing some serious trouble next year, if President-elect Donald Trump follows through on some of his campaign promises.

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The Trump 2.0 era may boost tech stocks with eased antitrust policies and support for AI, though a trade war with China could negatively impact Apple and Tesla.

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Tesla

Indicators point to considerable gains for these three tech names.

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First Trust Nasdaq Semiconductor ETF

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Semiconductor ETFs have been on a remarkable rally in the past month post earnings.

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Taiwan Semiconductor Manufacturing

They've all grown at hefty double-digit rates in recent years, and they don't seem wildly overvalued, either.

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Online shopping is expected to be a bright spot for retailers this holiday season.

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Thanks to the remarkable ascent of Nvidia (NVDA) and big gains by other large-cap semiconductor stocks, including Broadcom (AVGO), many investors view the broader chip space as richly valued. They're not wrong.

Some Smaller Semiconductor Stocks Sport Appealing Valuations

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The S&P 500 Index has returned nearly 81% since the last presidential election, with a wide disparity between sector performance. The S&P 500's gains since Nov. 3, 2020 reflect an annual return of nearly 16%, an impressive figure.

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The VanEck Semiconductor ETF is a great way to invest in the chip sector.

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Semiconductor stocks have been big winners, but this one has topped its peers.

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History suggests it's highly likely that chip stocks will outperform their software rivals over the next several months.

Chip stocks are ready for a big rally, based on this ‘truly unusual' data point

Launched on 12/20/2011, the VanEck Semiconductor ETF (SMH) is a passively managed exchange traded fund designed to provide a broad exposure to the Technology - Semiconductors segment of the equity market.

Should You Invest in the VanEck Semiconductor ETF (SMH)?

Some well-known players in the semiconductor space will report earnings in the coming weeks. Let's delve into how semiconductor ETFs are poised.

What's in Store for Semiconductor ETFs in Q3 Earnings?

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Vanguard S&P 500 ETF

Yes, investors can invest in AI without taking on significant risks.

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This ETF has long outperformed the S&P 500.

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SMH's painful pullback in July/ August 2024 has occurred as expected, with the ETF nearly losing a quarter of its value then. Even so, the durability of generative AI demand across AI accelerators/ SaaS remains undisputed - as similarly reported by numerous market leading players. With the stock market entering the Q3'24 season, readers may expect more volatility as AMD continues to be downgraded and NVDA faces tougher YoY comparisons.

SMH: More Of A Pullback Is Warranted Before It Is A Buy

The recent stock market rally has seen the S&P 500 Index and Dow Jones Industrial Average make new highs but not the Nasdaq Composite. By itself, this is somewhat worrisome for tech investors.

Are Semiconductors (SMH) Sending a Warning to Tech Stocks?

Amazon

ARM Holdings PLC

Alphabet

Microsoft

Super Micro Computer

SPDR S&P Semiconductor ETF

Semiconductor stocks and ETFs have been fluctuating lately. While there is increasing demand for AI hardware, occasional concerns about a potential demand slowdown are also emerging.

What Lies Ahead for Semiconductor ETFs: Boom or Gloom?

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Nvidia (NVDA) has been one of the most interesting stocks of the year. The company isn't new to disruptive technology and has been known for its innovations in computer graphics and gaming years before it became a household name.

Semiconductor ETFs: Not-So-Shocking Growth

Automation of 60%-70% of employee activities will drive significant productivity gains, supported by substantial investments from large technology companies. ETFs reduce company-specific risks, but currently, VanEck lacks a margin of safety despite its diversification benefits. Hold rating is justified by the promising sector outlook but tempered by current risk levels and lack of safety margin.

News for VanEck Vectors Semiconductor ETF ETF (SMH)