Impact ledger
VanEck Semiconductor ETF (SMH)
18 events mapped to this ticker since 2026-06-12.
Event impact log
| Date | Event | Channel | Direction | Horizon | Impact |
|---|---|---|---|---|---|
| 2026-07-17 | Event | Increased investor interest and capital allocation towards semiconductor ETFs due to strong industry fundamentals and growth prospects. | Bullish | 1-3m | 0.70 |
| 2026-07-10 | Event | Increased investor confidence in the semiconductor sector due to 'domestic investment news' and broader market rally. | Bullish | 1-5d | 0.80 |
| 2026-07-07 | Event | The strong performance of a major memory component (NAND) due to AI demand indicates a healthy and growing semiconductor sector, which this ETF tracks. | Bullish | 1-3m | 0.70 |
| 2026-07-07 | Event | AMD is a significant component of semiconductor ETFs, and its strong performance contributes positively to the overall sector sentiment and ETF value. | Bullish | 1-3m | 0.70 |
| 2026-07-07 | Event | Indirect exposure to the memory market through its holdings, which include major memory producers. The 'memory oligopoly' and 'AI memory cycle' are significant drivers for many SMH components. | watch | 1-3m | 0.60 |
| 2026-07-06 | Event | Micron's strong performance and positive outlook for AI memory demand will likely boost the overall semiconductor sector, of which SMH is an ETF. | Bullish | 1-3m | 0.70 |
| 2026-07-06 | Event | Micron's strong performance and positive outlook for AI memory demand signal a robust environment for the broader semiconductor industry, boosting investor sentiment for related companies. | Bullish | 1-3m | 0.85 |
| 2026-07-06 | Event | Micron is a significant component of the SMH ETF. Strong earnings and positive outlook for a key constituent will likely boost the overall ETF performance. | Bullish | 1-5d | 0.80 |
| 2026-07-06 | Event | Positive sentiment spillover from a major component's strong earnings, indicating robust industry demand. | Bullish | 1-5d | 0.70 |
| 2026-07-01 | Event | Broader market sentiment towards semiconductor industry due to geopolitical risks and potential supply chain shifts. | watch | 1-3m | 0.50 |
| 2026-06-25 | Event | Direct market sympathy sell-off due to South Korean tech giants' decline and broader semiconductor sector concerns. | Bearish | 1-5d | 0.90 |
| 2026-06-25 | Event | Direct exposure to a basket of semiconductor companies, including memory producers, making it highly sensitive to a 'global tech and memory selloff'. | Bearish | 1-5d | 0.90 |
| 2026-06-24 | Event | Direct exposure to semiconductor sector weakness, technical breakdown of major indices. | Bearish | 1-5d | 0.80 |
| 2026-06-24 | Event | Direct exposure to semiconductor sector weakness, general risk-off sentiment impacting high-growth tech stocks. | Bearish | 1-5d | 0.90 |
| 2026-06-24 | Event | Direct exposure to semiconductor companies. While not leveraged, it holds the underlying assets that are being sold off, and may experience outflows. | Bearish | intraday | 0.70 |
| 2026-06-12 | Event | ETF with significant exposure to semiconductor companies, including memory manufacturers. Positive sentiment for a key component of the sector. | Bullish | 1-3m | 0.70 |
| 2026-06-12 | Event | Broadcom (AVGO) is a significant component of semiconductor ETFs like SMH. Positive earnings from a major constituent, coupled with a broader risk-on environment, can positively influence the ETF's performance. | Bullish | 1-5d | 0.60 |
| 2026-06-12 | Event | Direct retail investor liquidation of semiconductor ETFs to free up capital for SpaceX IPO. | Bearish | 1-5d | 0.80 |
This ledger is regenerated from Market Ontology's public event pipeline. For live alerts on new assumption changes for SMH, start a trial or view the SMH entity page.