By Anthony Di Pizio, The Motley Fool
Publication Date: 2026-09-25 10:05:00
The iShares Semiconductor ETF (NASDAQ: SOXX) is an exchange-traded fund (ETF) that exclusively invests in companies that design, manufacture, and distribute chips and components, but particularly those operating in the artificial intelligence (AI) segment of the industry.
Although the ETF holds 30 semiconductor stocks, a substantial portion of its assets is concentrated in its top four positions: Intel, Advanced Micro Devices, Micron Technology, and Nvidia.
Missed AI’s “Act 1”? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn’t buy Nvidia in 2005. But according to our analysts, we’re only at the end of “Act 1″—the R&D phase. “Act 2” is the global rollout. Continue »
The blistering returns in those stocks during 2026 have fueled a 90% year-to-date return in the ETF, but is there still time for investors to buy it?
America’s best AI hardware stocks in one ETF
ETFs can hold hundreds or even thousands of individual stocks, so they are often a diversified investment in their own right. But given that the iShares Semiconductor ETF has such a narrow focus, investors shouldn’t put all of their eggs in this basket. Instead, the iShares ETF could be a great addition to a diversified portfolio of other funds and individual stocks, particularly one that doesn’t have much exposure to the AI hardware space already.
Investors who haven’t…
