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SEMICONDUCTORS vs THE S&P 500
This is how both the S&P 500 $VOO and the Semiconductor ETF $SMH have performed so far in 2026
+28.8% - Semiconductors
+8.7% - S&P 500
Just a couple weeks ago SMH was up by more than 60% on the year
SMH is still outperforming the S&P 500 by more than 3x so far this year
If ETFs are interesting for you, you should check out
That is where this visual is from 🫡
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Semiconductors have declined for eight straight sessions, longest streak in 16 years (index is still up >50% YTD)
[Past performance is no guarantee of future results.]
Semiconductors are out, software is in. Why that’s not about to change anytime soon
Semiconductors lead last month and they are leading the charge lower this month. $SMH.
Memory trade is a clear avoid for now as well. $MU $SNDK $EWY
Semiconductors trade at a discount to the S&P 500 despite analysts forecasting 113% earnings growth this year and 74% in 2027.
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Semiconductors account for nearly 40% of South Korea’s industrial technology leaks: data
Semiconductors and hyperscalers finally rallied in unison today, as their 30-day correlation currently sits at all-time lows.
@WarrenPies
Semiconductors $SMH are starting to trend lower relative to software $IGV for the first time since May 12, 2025. The longest ever streak above the 200 DMA for the ratio.
After such extended streaks, semiconductors tended to struggle relative to software.
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SEMICONDUCTORS HAVE UNDERPERFORMED BROADER TECH FOR MORE THAN TWO MONTHS, BUT A SOLID NVIDIA OUTLOOK COULD REVERSE THE SELL-OFF AND REIGNITE AI STOCK SENTIMENT.
Semiconductors/Tech: Chip stocks led losses -
$MU - 6%
$SNDK- 6%
$AMD - 3.49 %
$AVGO - 2.63%
$COHR - 4.85%
$LITE -4.22 %
$STX -6.51%