Author Program NEW Create Narrative

VanEck ETF Trust - VanEck Semiconductor ETF Stock Price

NasdaqGM:SMH Community·US$66.7b Market Cap

0 Narratives written by author
0 Comments on narratives written by author
28 Fair Values set on narratives written by author

Author Program NEW Create Narrative

SMH Share Price Performance

US$540.53

250.34 (86.27%)

US$540.53

250.34 (86.27%)

US$540.53

Mon, 3 Aug 26

Share Pricen/a

SMH Community Narratives

There are no narratives available yet.

Create Narrative

There are no community narratives available.

Trending Discussion

No trending discussion available.

Recently Updated Narratives

No recently updated narratives available.

Snowflake Analysis

Weak fundamentals or lack of information.

0 Risks

0 Rewards

View Full Analysis

VanEck ETF Trust - VanEck Semiconductor ETF Key Details

Last Reported Earnings

n/a

Next Reporting Earnings

n/a

: 0
: 0%
: 0%
: 0%

View Full Analysis

About SMH

Founded: 2000
Employees: n/a
CEO: n/a
WebsiteView website: www.vaneck.com/us/en/investments/semiconductor-etf-smh/

VanEck ETF Trust - VanEck Semiconductor ETF is an exchange traded fund launched and managed by Van Eck Associates Corporation. It invests in public equity markets of the United States. The fund invests in stocks of companies operating across information technology, semiconductors and semiconductor equipment sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. The fund seeks to track the performance of the MVIS US Listed Semiconductor 25 Index, by using full replication technique. VanEck ETF Trust - VanEck Semiconductor ETF was formed on May 4, 2000 and is domiciled in the United States.

Recent SMH News & Updates

Seeking Alpha • 1h

If You Don't Buy This Market, Someone Else Will

Summary The recent AI selloff was driven by forced deleveraging, not a collapse in AI demand, creating a buying opportunity in high-conviction AI bottleneck names. Citadel’s purchase of the Situational Awareness portfolio at a discount signals institutional support and likely marks the bottom of the forced liquidation cycle. Korea’s deleveraging cycle also seems to be coming to a close, while US Treasury yields should peak soon, which would renew investor confidence in risk assets. AI infrastructure fundamentals remain robust, with hyperscalers raising capex guidance and memory chip supply locked through 2026–2027, while sector valuations have reset lower. I am redeploying cash, targeting further position increases as technical and macro signals confirm a bottom, while maintaining prudent risk management with 12–15% cash. Read the full article on Seeking Alpha

Seeking Alpha • Mar 21

SMH: Rested And Ready To Go

Summary 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. SMH's consolidation and PE ratio contraction suggest a healthy rest, making it a "buy" for anticipated rally resumption later in 2025. Read the full article on Seeking Alpha

Seeking Alpha • Feb 14

SMH Vs. SOXX: Both Are Attractive But I Prefer SMH

Summary Since my last writings, I now see a more favorable return/risk profile from both SOXX and SMH. The companies in both funds play a foundational role to our tech future and are some of the more innovative companies. Yet, both funds now trade at large valuation discounts from the broader tech sector. I also believe the market misinterpreted the impacts from DeepSeek. The price pullbacks from this misinterpretation offer an entry point. I favor SMH more due to my personal preference for concentrationand my stronger bullish view towards its top holdings (NVDA and TSM). Read the full article on Seeking Alpha

Recent updates

No updates

VanEck ETF Trust - VanEck Semiconductor ETF Competitors

Mastercard

Morgan Stanley

Goldman Sachs Group

American Express

View more competitors