On June 17, Semiconductor ETF-HOLDRs (SMH) rose 3.02% in regular trading, trading at $633.02/share, with turnover of $675 million.

On the news front, multiple bullish catalysts continued to propel the semiconductor sector. SK Hynix announced plans to triple wafer capacity by 2034 to meet surging AI-driven memory demand, while its equipment suppliers collectively requested 3-4% price hikes, signaling a seller's market. WSTS upgraded global semiconductor output forecasts for the year to $1.51 trillion, representing approximately 90% year-over-year growth, with storage and logic chips as the fastest-growing segments. Meanwhile, global silicon wafer giants including Shin-Etsu, SUMCO, and GlobalWafers initiated a second round of price increases, with AI/HPC-specific wafers seeing 18-22% hikes. SUMCO projects AI demand for advanced 12-inch wafers will reach 1 million wafers per month, exceeding 10% of global supply. UBS raised global wafer fabrication equipment spending forecasts to $147 billion for the current year, reinforcing the structural upcycle thesis.

The fund normally invests at least 80% of its total assets in securities comprising its benchmark index, which includes common stocks and depositary receipts of U.S. exchange-listed semiconductor companies, including medium-capitalization and foreign companies listed on U.S. exchanges.

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