Will Chip Boom Last Through 2027? ETFs in Focus

The semiconductor boom could extend through 2027, but oversupply risks and China's growing chipmaking capabilities raise questions. Explore five semiconductor ETFs to watch.

Zacks Investment Research • Oct 22, 2026

SHOC: Nvidia's Comeback Meets A Memory Boom

Strive US Semiconductor ETF (SHOC) remains a high-conviction BUY, driven by Nvidia's blowout results and surging hyperscaler capex. SHOC's portfolio is now highly concentrated, with Nvidia and Micron comprising about one-third of assets, amplifying exposure to AI and memory cycles. Nvidia's low forward multiple (22x) and Micron's premium HBM sales underpin valuation upside, while SHOC's implied upside to analyst targets is ~34%.

Seeking Alpha • Oct 14, 2026

ETFs to Buy as NVIDIA Marches Toward $6 Trillion Market Cap

NVIDIA's march toward $6 trillion highlights four ETFs offering heavy exposure to its AI-fueled growth while providing diversification.

Zacks Investment Research • Oct 6, 2026

Agentic AI Safety Boom: 3 ETF Areas Set to Benefit

AI agents are raising new safety concerns, potentially boosting demand for cybersecurity, AI infrastructure and NVIDIA-powered solutions.

Zacks Investment Research • Sep 30, 2026

U.S.-China Talks Seem Successful: ETF Areas in Focus

U.S.-China trade talks could ease tariff pressures, putting semiconductor, technology, retail and auto ETFs in focus as investors assess the potential impact on China-exposed companies.

Zacks Investment Research • Sep 21, 2026

NVIDIA Bets Big on Hugging Face: ETFs to Win

NVIDIA's $12.9B Hugging Face deal strengthens its open-source AI push, creating potential opportunities for NVIDIA-heavy ETFs.

Zacks Investment Research • Sep 9, 2026

ETFs to Watch as Memory-Chip Scarcity Could Extend Through 2027

The artificial intelligence (AI) boom is creating a bottleneck for the semiconductor industry. As hyperscalers continue spending billions of dollars on AI data centers, the demand for high-bandwidth memory (HBM) used alongside advanced AI processors has surged, diverting production away from smartphones, PCs and other electronics.

Zacks Investment Research • Sep 2, 2026

Should You Invest in the Strive U.S. Semiconductor ETF (SHOC)?

Designed to provide broad exposure to the Technology - Semiconductors segment of the equity market, the Strive U.S. Semiconductor ETF (SHOC) is a passively managed exchange traded fund launched on October 6, 2022.

Zacks Investment Research • Sep 1, 2026

A Guide to Semiconductor ETFs

AI infrastructure spending, soaring memory demand and strong chip sales are fueling semiconductor growth, putting these ETFs in focus.

Zacks Investment Research • Aug 29, 2026

AI Theme Still Running Hot as Nvidia Beats Q2 Earnings Estimates

Heading into Q2 fiscal 2027 earnings, the capital markets wondered if the vaunted chipmaking giant Nvidia still has its mojo. Despite rallying to atmospheric levels over the past three years, this massive upside is already baked into its stock price.

ETF Trends • Aug 27, 2026