US semiconductor ETFs attracted over $46 billion in 2026, quadrupling sector assets to $165 billion as AI spending from tech giants drives record investor

AMD has edged past Nvidia in the $45B iShares Semiconductor ETF as Micron closes in, signaling a major shift in AI-era chip sector leadership.

US semiconductor ETFs attracted over $46 billion in 2026, quadrupling sector assets to $165 billion as AI spending from tech giants drives record investor

Tech-themed ETFs are surging past 500 products as AI and semiconductor sub-themes drive billions in inflows, with major issuers racing to launch