VanEck Semiconductor ETF ( $SMH ) has fallen by 1.04% in the past week. It has experienced a 5-day net outflow of $520.88 million.
This is due, in part, to market sentiment on some of the ETF’s largest holdings. For example:
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- Nvidia Corporation has seen a remarkable recovery in its stock performance, rebounding over 80% since April after easing trade tensions with China. This surge has positioned Nvidia as the world’s most valuable company. Despite initial setbacks due to U.S. export restrictions, Nvidia’s strong fundamentals, including a record $25.8 billion in free cash flow and a 70% increase in Data Center revenue, have bolstered its growth trajectory. The company plans to resume shipments to China with a new GPU that complies with export rules, potentially driving further growth. While investor sentiment is cautiously optimistic, concerns about high valuation persist, with the stock trading at over 20 times projected fiscal 2026 revenues. Nevertheless, Wall Street remains bullish, with a majority of analysts rating NVDA a Buy.
- Taiwan Semiconductor Manufacturing Company Limited (TSMC) has experienced positive momentum, with shares rising and a market value reaching $1 trillion. The company reported significant financial growth in Q2 2025, with a 38.6% year-over-year increase in revenue and a 60.7% rise in net income. TSMC’s advanced technologies, particularly 3-nanometer and 5-nanometer processes, have been key contributors to this growth. Despite challenges like foreign exchange headwinds, TSMC maintains a positive outlook, projecting Q3 revenue between $31.8 billion and $33.0 billion. Analysts have a Buy rating on TSM stock, with a price target of $220.00, reflecting confidence in its robust financial performance and strategic positioning in advanced technologies.
- Broadcom Inc. was not mentioned in the provided news release texts, so no specific updates or events regarding this company can be summarized. If there are other sources or updates available, they would need to be reviewed for a comprehensive summary.