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Benzinga
Benzinga
Business
Piero Cingari

Which Semiconductor ETF Is Winning The AI Race In 2026?

ETF Semiconductor Nvidia Intel Corporation TE Applied Materials KLA Lam Research Micron Technology PSI
Nvidia-Logo-On-Phone-And-Blurred-Ai-Chip

The artificial intelligence race has made semiconductors the stock market’s best-performing industry in 2026, but not every ETF has benefited equally.

The gap between the strongest and weakest semiconductor ETF has stretched to nearly 40 percentage points through July 6, and it traces back to a single stock.

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