SMH ETF Update: Fund Flow Data – November 24, 2025
SMH ETF Performance: The VanEck Semiconductor ETF (SMH) has lost 3% in the last five trading sessions but has gained approximately 35% year-to-date, driven by significant activity in the AI sector.
Net Inflows: Over the past five days, SMH has seen net inflows of around $106 million, with a total of about $4 billion in net inflows over the last three months.
Analyst Consensus: According to TipRanks, SMH is rated as a Moderate Buy, with an average price target of $407.06, suggesting a potential upside of nearly 22%.
ETF Smart Score: SMH has an ETF Smart Score of Seven, indicating that it is expected to perform in line with market expectations.
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Hold Off on Pursuing Semiconductors for Now: Insights from Charts on Entry Points for Three Chip Stocks.
Investor Sentiment Shift: Over the past three months, investors have become less favorable towards technology stocks, opting instead for value-oriented investments.
Top Performing S&P Sectors: The energy, materials, and healthcare sectors have emerged as the best performers, each achieving double-digit gains during this period.
ETF Performance: The strong performance of these sectors is reflected in their respective ETF proxies, namely the Energy Select Sector SPDR ETF, Materials Select Sector SPDR ETF, and Health Care Select Sector SPDR ETF.
Market Trends: This shift indicates a broader trend in the market where investors are prioritizing stability and value over growth-oriented technology stocks.
TSMC Shares Climb Following Announcement of $56 Billion Investment in AI Chip Production
Investment in Chip Manufacturing: Taiwan Semiconductor Manufacturing is poised to make significant investments in expanding its chip-manufacturing capacity.
Factors Influencing Investment: The motivation behind these investments is a combination of confidence in a long-term artificial intelligence boom and the necessity to establish factories in the U.S. as part of a trade agreement with Taiwan.
