In 2025, the global semiconductor market saw unprecedented growth due to the AI revolution, with sales reaching $72.7 billion in October, a 27.2% increase. The U.S. led this surge, with sales soaring 59.6%, benefiting industry giants like NVIDIA, AMD, ASML, Broadcom, and Intel.

Investors can capitalize on the semiconductor industry’s growth with ETFs like iShares Semiconductor ETF (SOXX), Invesco PHLX Semiconductor ETF (SOXQ), VanEck Semiconductor ETF (SMH), and First Trust Nasdaq Semiconductor ETF (FTXL). These ETFs offer exposure to top semiconductor companies and have seen significant year-to-date growth.

Looking ahead to 2026, the global semiconductor market is expected to grow over 25%, nearing the $1 trillion mark. The U.S. is forecasted to continue leading this growth, driven by AI data center infrastructure deployment, AI inference applications, EV penetration, and digital transformation. Memory and Logic chips will remain key drivers of expansion.

Read more at Nasdaq: Buy These Top-Ranked Semiconductor ETFs as We Head Into 2026