#semiconductors
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#semiconductors Posts
Best ETF for AI Infrastructure in 2026: Beyond SMH
SMH dominates headlines, but SOXX and ARKQ offer distinct AI exposure. We compare expense ratios, holdings, and 2026 YTD returns to find the best fit.
TSMC ADR (TSM) 2026: AI Demand Beyond Q1 Earnings
TSMC's N3 and CoWoS capacity is sold out through 2026. Here's why TSM remains a core AI infrastructure holding at $170.
S&P 500 in 2026: Navigating Tariff Risk and AI Upside
The S&P 500 has swung 8% in April 2026 amid tariff headlines. We break down which sectors offer the best risk/reward now.
AMD Q1 2026 Earnings Preview: MI300X Gaining Ground
AMD reports Q1 2026 earnings April 29. Analysts expect EPS of $1.58 on $7.1B revenue, driven by MI300X GPU demand.
NVIDIA B200 Demand Surge: Why the AI Infrastructure Build-Out Continues
NVIDIA's Blackwell B200 GPU faces a multi-quarter demand backlog as hyperscalers accelerate AI infrastructure spending. Analysis of why the supercycle shows no signs of slowing.
Broadcom Q1 2024 Earnings: Custom Silicon and AI Networking Accelerate
Broadcom reports strong Q1 2024 driven by custom AI networking chips for hyperscalers and AI accelerator backplane solutions. Company guidance raised on robust data center capex.
Long-Term Semiconductor Investment Strategy: Why TSMC, NVIDIA, and Broadcom Form the AI Core
The AI infrastructure buildout will span a decade. Learn how to structure a long-term semiconductor portfolio around TSMC (manufacturing), NVIDIA (design), and Broadcom (logic/connectivity).
TSMC Q1 2024 Earnings: Record Revenue Driven by AI Chip Demand
Taiwan Semiconductor's Q1 2024 report shows record revenue (NT$686.7B, +47% QoQ) driven by AI infrastructure demand. Gross margins expanded to 57.9%, signaling premium pricing power for leading-edge chips.
SMH ETF Deep Dive: How to Ride the AI Semiconductor Supercycle
VanEck Semiconductor ETF (SMH), with $49.2B in AUM, is the world's largest semiconductor ETF. It offers concentrated exposure to NVDA, TSMC, AVGO -- the AI infrastructure backbone. A complete 2026 analysis.