US-listed semiconductor exchange-traded funds SMH and SOXX have attracted more than $4 billion in new capital during the month of April. This figure establishes a new all-time high for monthly inflows, exceeding the previous record of $3 billion set in December 2025.
The current momentum in the semiconductor sector marks a sharp turnaround from previous trends. These record-breaking gains follow a historical low point for the asset class, which recently experienced record outflows totaling $1.9 billion.