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VanEck Semiconductor ETF remains a strong buy with a $577 price target for end-2026, reflecting continued sector dominance. SMH's concentrated exposure to industry leaders—NVDA, TSM, AVGO, MU, and ASML—positions it to capitalize on surging AI and memory demand. U.S. manufacturing expansion by SMH's top holdings mitigates geopolitical risks from Taiwan-China tensions, though China remains the main risk.

Banco Bilbao Vizcaya Argentaria S.A. acquired a new stake in shares of VanEck Semiconductor ETF (NASDAQ: SMH) in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 24,284 shares of the company's stock, valued at approximately $7,892,000. A number of

Even as the markets have rotated away from tech in 2026, the semiconductor sector is still providing leadership. There are four major semiconductor ETFs to choose from, but each builds its portfolio in a unique way.

Most semiconductor ETFs spread exposure across the US, Netherlands, and South Korea. EWT takes a different approach, putting you squarely in Taiwan, the island manufacturing the chips powering AI servers, smartphones, and data centers worldwide. For retirees who want a slice of the semiconductor boom without building a stock portfolio from scratch, that specificity is... Retirees Are Using EWT to Ride Taiwan's…

A prolonged conflict in the Middle East could disrupt supplies of key chipmaking elements such as helium and bromine, analysts told CNBC. Higher energy costs could also dampen demand for AI data center buildouts which could hurt memory chipmakers like Samsung and SK Hynix.