Driven by a supply shortage in memory chips, the semiconductor sector is on track to deliver its strongest quarterly performance in history.
The VanEck Semiconductor ETF (SMH) and the iShares Semiconductor ETF (SOXX) have surged approximately 70% and 94% respectively in the second quarter, with both products likely to set new records for their largest quarterly gains since inception.
Within the sector, Micron Technology (MU) has been one of the most outstanding individual performers, with its stock price accumulating a gain of about 240% over the past three months. In contrast, the popular AI stock NVIDIA (NVDA) has slightly weighed on the sector's overall advance, with the stock rising less than 14% this quarter.
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