Funds are frantically replenishing U.S. chip stocks
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The U.S. semiconductor ETFs (SMH and SOXX) have attracted a record inflow of funds since April, reaching $4 billion, surpassing the previous record of $3 billion set in December 2025. This phenomenon follows an outflow of $1.9 billion in March. Over the past 8 months, investors have net bought U.S. semiconductor ETFs for 7 months, marking the longest streak since 2023. Compared to the consecutive 8 months of inflows in 2020 and 2023, investors are pouring into semiconductor stocks at a record pace
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