The Kobeissi Letter(@KobeissiLetter):Semiconductor ETFs are crushing every record. The trading volume of US semiconductor ETFs has now surged to $50 billion per day. This figure has more than quadrupled since January 2025. At one point in June, daily trading volume surged to a record $75 billion. As a result, the 20-day average of this metric is up to $38 billion per day, near the highest on record. To put this into perspective, in 2021 and 2022, daily trading volume never exceeded $10 billion. Semiconductor ETFs have become one of the market's strongest drivers.

2026.07.30 23:04

Semiconductor ETFs are crushing every record. The trading volume of US semiconductor ETFs has now surged to $50 billion per day. This figure has more than quadrupled since January 2025. At one point in June, daily trading volume surged to a record $75 billion. As a result, the 20-day average of this metric is up to $38 billion per day, near the highest on record. To put this into perspective, in 2021 and 2022, daily trading volume never exceeded $10 billion. Semiconductor ETFs have become one of the market's strongest drivers.