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South Korea and the United States are discussing semiconductor investments in the U.S. as part of broader bilateral talks, a Seoul official told reporters on Friday.
The chairman of JPMorgan Asset Management's market and investment strategy warned on chip stocks within a day of their peak.
SMH delivered a jaw-dropping year, yet three semiconductor funds quietly left it in the dust by betting on corners of the chip market that most investors completely ignored.
The Trump administration is considering a new round of sweeping tariffs on semiconductors, Politico reported on Thursday citing eight people familiar with discussions.
Even as Wall Street's broader conviction on artificial intelligence holds firm, short-term positioning fatigue is threatening to unwind the market's most lucrative trade. Chip stocks face a sharp near-term drawdown risk, driven less by any operational stumble than by overcrowded portfolio bets colliding with macroeconomic pressure.
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.
The Invesco Semiconductors ETF (PSI) made its debut on 06/23/2005, and is a smart beta exchange traded fund that provides broad exposure to the Technology ETFs category of the market.
The semiconductor trade has been one of 2026's defining market stories. However, investors have more options than simply owning the industry's largest companies.