The VanEck Semiconductor ETF (SMH) is up 71% year to date through June 16, following a 49% return in 2025. It tracks the 25 largest U.S.-listed semiconductor stocks, with Nvidia and Taiwan Semiconductor making up nearly 25% of the portfolio. Big tech companies are committing hundreds of billions to AI infrastructure in 2026.
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Summary by ByteBrief
ETF to Buy for $1 Trillion AI Infrastructure Boom