SMH.L is trading 3.7% up today as the semiconductor sector rebounds from a sharp selloff tied to Samsung earnings disappointment and AI valuation worries.

  • The recovery aligns with improving sentiment in the U.S. semiconductor complex and modest overnight gains in equity futures.
  • A lack of major macroeconomic data scheduled for July 9 has helped reduce near-term pressure on the sector, allowing for a broader chip complex recovery.