While the SOXX fell over 20% in the last month, chip ETF trading volume quadrupled since January 2025.
Semiconductor ETFs are changing hands at unprecedented rates despite a steep short-term drop in market prices, creating a striking contrast between falling ETF prices and record trading activity across the technology sector.
Record-Breaking Volume Surge This phenomenon of diverging market signals between volume and price underscores how heavy trading activity persists even during sharp sector pullbacks.
According to market commentary from The Kobeissi Letter, "Semiconductor ETFs are crushing every record" as daily trading volume for U.S. semiconductor ETFs has surged to $50 billion per day.
This metric has "more than quadrupled since January 2025," representing an extraordinary expansion compared to 2021 and 2022 when daily trading volume "never exceeded $10 billion." At its peak in June, daily trading volume reached a record high of $75 billion, lifting the 20-day moving average to $38 billion per day—near the highest level on record.
