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MarketBeat
MarketBeat
Ryan Hasson

The Semiconductor Sector Is Hitting All-Time Highs: 2 Stocks Leading the Charge

Semiconductor Intel Corporation Lam Research Nasdaq ETF INTC Lam LRCX MarketBeat

The semiconductor sector is on fire. While the broader market has spent much of 2026 navigating volatility, the VanEck Semiconductor ETF (NASDAQ: SMH), the most widely followed sector benchmark, has surged over 20% year to date.

The ETF holds many of the largest semiconductor companies listed in the U.S., including NVIDIA (NASDAQ: NVDA), Taiwan Semiconductor (NYSE: TSM), Broadcom (NASDAQ: AVGO), Intel (NASDAQ: INTC), and Lam Research (NASDAQ: LRCX). That performance, at a time when the broader market is just slightly in the green, is a powerful statement about where institutional capital is flowing.

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