SOXX Surges 79% Year-to-Date as AI Chip Demand Reshapes Semiconductor Markets
The iShares Semiconductor ETF (SOXX) has gained 79% year-to-date and 152% over one year as of June 5, 2026. New entrants like Inspire Semiconductor's Thunderbird I and Phison's aiDAPTIV are targeting underserved verticals and AI memory constraints. Supply chain fragmentation between U.S. and Chinese chipmakers is compressing the window for Western players to establish ecosystem dominance.
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