The Chip War ETFs: A Tale of Two Funds The semiconductor industry has become a hotbed of investment activity, driven by the intersection of AI, data centers, electric vehicles, and geopolitics.
As investors flock to chipmakers, two exchange traded funds (ETFs) have emerged as the most popular choices for exposure: VanEck's SMH and iShares' SOXX.
The Chip War's Global Reach SMH stands out with its significant international exposure, particularly in Taiwan Semiconductor Manufacturing (TSM) and ASML Holding (ASML).