Semiconductor manufacturing stocks are on the rise to start 2026 after another year of big gains as investors flocked to winning sectors powered by artificial intelligence.
Dutch chip equipment manufacturer ASML While it jumped 9%, micron technology rose 8% to start the new trading year. ram research and intel While each rebounded by about 7%, marvel technology Increased by 5%.
advanced micro device and Nvidia They increased by about 3% and 2%, respectively. In 2025, AMD increased by 77% and Nvidia by 39%.
Ongoing AI developments drove semiconductor manufacturing stocks higher in 2025. hyperscalers etc. Amazon and google We’ve spent a lot of money to drive strong data center demand.
Last year was the third year in a row that the sector posted gains, despite growing concerns about AI ratings and concerns about the sustainability of trade.
Investors have expressed concern in recent months about the possibility of an AI bubble as the sector continues its strong rally. In November, Michael Burley of “The Big Short” fame revealed his short position in Nvidia and AI Winner. Palantir.
He then accused hyperscalers of trying to artificially boost profits.
Due to the rise in semiconductor manufacturing stocks, VanEck Semiconductor ETF It is expected to rise by 4% in 2025, aiming for a rise of nearly 49%.
The ETF has risen for three consecutive years, posting its best year ever in 2023, up more than 72%.
WATCH: Bernstein’s Rasgon says there’s still room for chips trading into 2026
