---
title: "Semiconductor exposure in S&P 500 hits 18%. That’s more than double the tech bubble peak."
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/286842303.md"
description: "Cameron Dawson, CIO at NewEdge Wealth, highlighted that semiconductor exposure in the S&P 500 has surged to 18%, more than double the tech bubble peak of 2%. This shift, driven by major players like NVIDIA, Micron, and Taiwan Semiconductor, indicates a significant concentration in AI-related investments, complicating traditional diversification strategies. Investors may find it challenging to diversify effectively as semiconductors dominate allocation decisions across various indices."
datetime: "2026-05-19T02:13:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286842303.md)
  - [en](https://longbridge.com/en/news/286842303.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286842303.md)
---

# Semiconductor exposure in S&P 500 hits 18%. That’s more than double the tech bubble peak.

Cameron Dawson, chief investment officer at NewEdge Wealth, dropped a statistic on Thoughtful Money with Adam Taggart that should reframe how investors think about diversification in 2026. "10 years ago, the semiconductor index or weight in the S&P 500 was 2%. Today it's 18%," she said, adding that "that 18% is more than double what it was at the p...

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