🟢 SEMI is trading 2.03% up today on AI-driven HBM shortages and higher memory prices

SEMI is trading 2.03% up at $37.91, rebounding alongside a strong broader-market recovery on September 17, 2026, with sentiment supported by persistent AI-driven HBM shortages and sharply higher memory prices.

• The Nasdaq Composite is up 1.49%; Nvidia is up 1.9%, Arm 8%, and Marvell 5.1%.
• The move follows the Federal Reserve’s September 16 rate hike; reduced policy uncertainty and falling Treasury yields improved risk appetite.
• No SEMI-specific announcement was identified.