BofA Sees Global Chip Market Nearly Doubling: Semiconductor ETFs to Buy

BofA expects the global semiconductor market to nearly double by 2030. Here are a few semiconductor ETFs to consider.

Zacks Investment Research • 12 hours ago

Top Semiconductor ETFs That Investors May Buy in September

Semiconductor ETFs are riding AI-driven demand and rising chip investment, with four funds offering diversified exposure to the industry's next growth phase.

Zacks Investment Research • Sep 10, 2026

Semiconductor ETFs: The Good, The Bad, And The Ugly

AI infrastructure demand remains exceptionally strong across semiconductors. Even extraordinary results increasingly struggle to exceed already extreme expectations.

Seeking Alpha • Sep 8, 2026

ETFs to Buy as Broadcom Slides Despite Better-Than-Expected Q3 Earnings

Broadcom's AI revenues are surging, but softer guidance has weighed on shares, highlighting ETFs that offer diversified exposure to its growth.

Zacks Investment Research • Sep 3, 2026

How one strategist warned on semiconductor stocks within a day of their top

The chairman of JPMorgan Asset Management's market and investment strategy warned on chip stocks within a day of their peak.

Market Watch • Sep 2, 2026

A Guide to Semiconductor ETFs

AI infrastructure spending, soaring memory demand and strong chip sales are fueling semiconductor growth, putting these ETFs in focus.

Zacks Investment Research • Aug 29, 2026

U.S. considers fresh round of tariffs on semiconductors, report says

Trump is reportedly considering broader semiconductor tariffs, Politico reported Thursday. The tariffs could cover servers, laptops and gaming hardware, people familiar with the matter told the outlet.

CNBC • Aug 27, 2026

Chip Stocks Got Too Hot. Now What?

Franklin Equity portfolio manager Jonathan Curtis breaks down why he believes the semiconductor selloff doesn't signal a downturn, with AI demand remaining strong, chip supply still constrained and hyperscaler spending continuing to support the trade.

Investors Business Daily • Aug 24, 2026

Worried About Broadcom's Debt? Bet on These Semiconductor ETFs Instead

Broadcom's massive debt plan raises balance-sheet concerns, but semiconductor ETFs offer diversified exposure to its AI growth opportunity.

Zacks Investment Research • Aug 24, 2026

Semiconductors: Best Earnings In The S&P, Worst Tape

On August 17, Nvidia agreed to stand behind up to $105 billion in lease value for OpenAI. That tenant did $6.7 billion in revenue last quarter, which isn't particularly exciting.

Seeking Alpha • Aug 21, 2026