Howard Lutnick Says US Is 'Bringing Back' Semiconductor Manufacturing: Here Are ETFs That Could Benefit

Commerce Secretary Howard Lutnick on Monday emphasized the propulsion for a U.S. semiconductor manufacturing roar that would grow home spot accumulation and trim U.S. reliance connected overseas proviso chains.

Semiconductor Boom On The Way

In a station connected X, Lutnick said, "We're bringing backmost semiconductor manufacturing."

We're bringing backmost semiconductor manufacturing. pic.twitter.com/klHNNNXikT

— Howard Lutnick (@howardlutnick) May 12, 2026

The PHLX Semiconductor Index precocious reached its highest level since March 2000, driven by important investments successful AI infrastructure and information centers. On May 6, the scale soared 50% implicit the erstwhile 25 trading days.

The surge has led to grounds levels of dominance wrong the exertion sector, with the S&P 500 semiconductor manufacture present accounting for 41.9% of the full marketplace headdress of the accusation exertion sector, up from little than 10% successful 2013.

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ETFs Stand To Benefit

The improvement could payment semiconductor ETFs specified arsenic VanEck Vectors Semiconductor ETF (NASDAQ:SMH), iShares Semiconductor ETF (NASDAQ:SOXX), SPDR S&P Semiconductor ETF (NYSE:XSD),and First Trust Nasdaq Semiconductor ETF (NASDAQ:FTXL).

VanEck Vectors Semiconductor ETF

SMH follows the MVIS US Listed Semiconductor 25 Index, which measures the show of the astir liquid companies successful the manufacture based connected marketplace capitalization and trading volume. It has an plus nether absorption (AUM) of $60.6 cardinal and trades successful an mean regular measurement of astir 9 cardinal shares. The ETF charges 0.35% successful yearly fees.

Benzinga Edge Stock Rankings bespeak SMH has a Momentum people successful the 94th percentile and maintains a beardown terms inclination successful the short, mean and agelong term.

iShares Semiconductor ETF

SOXX follows the ICE Semiconductor Index and offers vulnerability to companies that design, manufacture and administer semiconductors. It has $32 cardinal successful AUM and has an disbursal ratio of 0.34%. The ETF trades an mean of astir 7 cardinal shares daily.

Benzinga Edge Stock Rankings bespeak SOXX has a Momentum people successful the 95th percentile and maintains a beardown terms inclination successful the short, mean and agelong term.

SPDR S&P Semiconductor ETF

With an AUM of $2.7 billion, XSD tracks the S&P Semiconductor Select Industry Index. It has an disbursal ratio of 0.35% and trades an mean regular measurement of astir 97,000 shares.

Benzinga Edge Stock Rankings bespeak XSD has a Momentum people successful the 95th percentile and maintains a beardown terms inclination successful the short, mean and agelong term.