The iShares Semiconductor ETF surged 112.8% in the first half of 2026, driven by strong demand for artificial intelligence and a memory chip shortage, leading to significant stock gains for major companies like Micron and Intel. However, experts caution that the semiconductor sector is historically cyclical and may pose risks for future investments.
The iShares Semiconductor ETF (SOXX) has surged 112.8% in the first half of 2026 due to increased demand for semiconductors driven by AI advancements and memory chip shortages. However, given the cyclical nature of the semiconductor industry, it's advisable to approach additional investments in this sector with caution, as the bull market may not sustain indefinitely.