VanEck Semiconductor ETF (SMH)
Is the Semiconductor Index Ready to Rally?
Based on the Elliott Wave Principle, a countertrend rally to the $5,000-$ 5,700 range is developing, as five waves down are completing from the January high.
SMH: A Good Mix Of Semis To Benefit From AI Demand
The VanEck Semiconductor ETF holds 26 positions, with a high concentration in top semiconductor companies like NVIDIA and TSMC. The ongoing AI revolution drives extraordinary growth in semiconductor demand, supported by massive capital expenditures from tech giants and rapid user adoption of AI technologies. Despite potential volatility, the SMH ETF offers a solid mix of equities to benefit from AI trends, though investors should be prepared for high volatility.
SMH: Rested And Ready To Go
Semiconductor stocks have been under pressure but are consolidating, setting up for a potential uptrend resumption in 2025. SMH, a concentrated ETF with 25 semiconductor stocks, has outperformed peers over the last year. Strong earnings, particularly from NVDA, and ongoing demand for semiconductors support the investment thesis for SMH.
AI-Driven Semiconductor Growth
Following Nvidia's recent earnings report, we discuss the rapid evolution of AI-driven semiconductor demand and the broader implications for the semiconductor industry and investors. In our latest semiconductor outlook discussion, we broke down the latest shifts in AI-driven semiconductor demand, Nvidia's evolving role, and what these trends mean for investors.
Chipmakers are finding that good earnings aren't enough to please Wall Street
Semiconductor companies at the center of the AI boom have a high bar to clear with investors, and they're struggling to do it. Marvell Technology is the latest example of a company that's seen its stock plunge due to lofty investor expectations.
ETF Prime: Islam on New Private Credit ETF & Semiconductor ETFs
On this week's episode of ETF Prime, host Nate Geraci sat down with Roxanna Islam, head of sector & industry research at VettaFi. She shared her thoughts on a groundbreaking private credit ETF, Nvidia's weight in semiconductor ETFs, and crypto pressures.
Semiconductors ETF (SMH) Fails Key Support Level; What's Next?
It has been 2 years and 2 months since the ETF for Semiconductors SMH has traded below the 50-week moving average. The momentum, as seen through the lens of Real Motion, continues to sit in a bearish divergence to price.
Managing Nvidia's Single-Stock Risk through Diversified Semiconductor Exposure
By Nick Frasse, Associate Product Manager The semiconductor industry is quickly evolving, and spreading exposure across multiple players helps navigate volatility and competitive shifts while capturing long-term growth opportunities. Semiconductors are at the core of global innovation, powering advancements in artificial intelligence, cloud computing, autonomous vehicles, and more.
If I Could Buy and Hold Only a Single Stock, This Would Be It
Regarding investment decisions, virtually all analysts will advise prospective shareholders not to hold just one stock.
Should You Invest in the VanEck Semiconductor ETF (SMH)?
Looking for broad exposure to the Technology - Semiconductors segment of the equity market? You should consider the VanEck Semiconductor ETF (SMH), a passively managed exchange traded fund launched on 12/20/2011.
SMH: Thank DeepSeek For Great Buying Opportunity - Breakout Is Almost Here
SMH's sideways trading since June 2024 and the bullish support at the worst of the DeepSeek correction have been a boon indeed. This is because the robust multi-year AI spending trends are likely to trigger a break out in 2025, assuming that NVDA offers a promising FY2026 guidance. Otherwise, AVGO is likely to be a robust growth driver, thanks to the hyperscalers' increased demand for custom ASICs given the improved cost to performance ratio.
SMH: Buy For The Long Haul
Semiconductors are crucial for AI, and VanEck Semiconductor ETF is a top performer with a 785% gain over the last decade. SMH's concentrated portfolio in NVDA, AVGO, and TSM drives its success, despite high valuations posing short-term risks. The semiconductor industry is projected to grow significantly, making SMH a strong long-term investment despite emerging competitors like DeepSeek.
