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Wire · opportunities

Meet the Super Semiconductor ETF Obliterating the S&P 500 and the Nasdaq-100 in 2026

28 August 2026 · By · Wire by Fusion42

Published

28 August 2026

Topic

opportunities

◆ Sectors

Semiconductors

◆ Geography

United States

◆ Source

Read at theglobeandmail.com →

◆ Verified

Fusion42 · 28 August 2026 · Fusion42 review

The iShares Semiconductor ETF, focused on top US chip companies heavily involved in AI, has vastly outperformed major US indices in 2026, powered by leading holdings like Nvidia, AMD, and Micron Technology that are central to AI data centre advancements.

This Wire brief sits within Fusion42's coverage of Semiconductors.

◆ ◆ The Wire takeaway

Your semiconductor startup must focus on AI data centre applications now as Nvidia, AMD, and Micron set new performance benchmarks that investors reward with big capital flows. Ignore this AI segment at your peril or prepare to partner with the big three to stay relevant.

◆ Coverage

1 source · 28 Aug 2026

◆ Related on Wire

◆ Topics

SemiconductorssemiconductorsAIETFdata-centersNvidiaAMD