Why the iShares Semiconductor ETF Rallied 12% in January
2026-02-07 07:50:00 ET
Shares of the iShares Semiconductor ETF (NASDAQ: SOXX) rallied 12% in January, according to data from S&P Global Market Intelligence .
The SOXX provides diversified exposure to the semiconductor sector, with 30 names in a modified weighting scheme, and no stock exceeding 8% at the start of each rebalancing period. Moreover, this ETF excludes companies domiciled outside the United States, such as sector heavyweights Taiwan Semiconductor (NYSE: TSM) and ASML Holdings (NASDAQ: ASML) .
And yet, it was likely the earnings results from TSMC and its capital-spending projections, along with skyrocketing memory prices, that drove this outperforming sector even higher.
NASDAQ: ASML
ASML Trading
-0.55% G/L:
$1351.76 Last:
748,423 Volume:
$1367.54 Open:
