The post Semiconductors now make up 12.1% of the S&P 500 appeared on BitcoinEthereumNews.com.
U.S. semiconductor stocks are getting hot, and they’re melting the market caps. This category of stocks now makes up a record-breaking 12.1% of the S&P 500. This is double what it was just three years ago. The chips are finally up, but the Trump-led tariff war is still in action. Nvidia, the chipmaker giant, alone now reportedly accounts for 56% of the semiconductor sector’s market cap. Broadcom trails far behind at 20%. After reclaiming the throne as the world’s most valuable company, Nvidia hit a fresh record with a $3.8 trillion market cap. Microsoft Corp remains the 2nd biggest in the tally. Nvidia holds the chip market crown As per the data, Nvidia has added $1.42 trillion in value since its April low. It has now surged 63% in just under three months. Meanwhile, the broader semiconductor index, $SOX, is up 111% over the past three years. It has even outpaced the S&P 500’s gain of 61%. In June alone, chip stocks have already led the S&P 500 with nearly 15% gains, crushing every other industry. Nvidia shattered its own record, trading over $155.5 on Thursday and officially flexing past its January high of $149.43. As the chipmaker basked in the AI glow, the broader chip sector followed it. Companies like Marvell Technology surged 5%, Credo and Allegro climbed 2% while Astera Labs rocketed 8%. US semiconductor stocks have never been bigger: The Semiconductor sector now reflects a record 12.1% of the S&P 500’s total market value. This share has DOUBLED over the last 3 years, as semiconductor stock prices have skyrocketed. During this time, the semiconductor index,… pic.twitter.com/zTB59pgBRN — The Kobeissi Letter (@KobeissiLetter) June 26, 2025 Despite reporting a solid quarter, Micron slipped 1.4%. However, its stock has nearly doubled since April’s lows and is trading at $125.15 at…
