VanEck Semiconductor ETF (SMH)
SMH: The Time To Buy Is When Sentiments Are Most Bearish
The ongoing tariff/ trade war and the higher recessionary risks may trigger a painful "wave of order cancellations through the supply chain," contributing to SMH's steep selloff. It remains to be seen if the AI spending trends and the ongoing data center capex boom may be durable, with it potentially impacting the semiconductor company's future performance. Even so, SMH remains attractive due to the top three holdings' cheap valuations and oversold status, compared to historical trends.
SMH: Falling Like Rain, But It's Time To Embrace The Pain
President Trump's reciprocal tariffs have caused mayhem in semiconductor stocks. The established semi supply chain could be upended as Trump looks set to bring manufacturing prowess back to the US. TSMC as we know it might have to contend with a new order while working with Intel to remodel American semiconductor manufacturing.
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.
