Howard Lutnick Says US Is 'Bringing Back' Semiconductor Manufacturing: Here Are ETFs That Could Benefit

Howard Lutnick Says US Is 'Bringing Back' Semiconductor Manufacturing: Here Are ETFs That Could Benefit Sweta Killa Wed, May 13, 2026 at 6:16 PM GMT+7 5 min read ^SOX ^GSPC Commerce Secretary Howard Lutnick on Monday emphasized the push for a U.S. semiconductor manufacturing boom that would expand domestic chip production and reduce U.S. reliance on foreign supply chains. In a post on X, Lutnick said, "We're bringing back semiconductor manufacturing." We're bringing back semiconductor manufacturing. pic.twitter.com/klHNNNXikT — Howard Lutnick (@howardlutnick) May 12, 2026 The PHLX Semiconductor Index recently reached its highest level since March 2000, driven by significant investments in AI infrastructure and data centers. On May 6, the index soared 50% over the previous 25 trading days. The surge has led to record levels of dominance within the technology sector, with the S&P 500 semiconductor industry now accounting for 41.9% of the total market cap of the information technology sector, up from less than 10% in 2013. Read Also: Ross Gerber Sees Micron Stock At $1,140, Says The 'Math Is Simple' The development could benefit semiconductor ETFs such as VanEck Vectors Semiconductor ETF (NASDAQ:SMH), iShares Semiconductor ETF (NASDAQ:SOXX), SPDR S&P Semiconductor ETF (NYSE:XSD),and First Trust Nasdaq Semiconductor ETF (NASDAQ:FTXL). SMH follows the MVIS US Listed Semiconductor 25 Index, which measures the performance of the most liquid companies in the industry based on market capitalization and trading volume. It has an asset under management (AUM) of $60.6 billion and trades in an average daily volume of about 9 million shares. The ETF charges 0.35% in annual fees. Benzinga Edge Stock Rankings indicate SMH has a Momentum score in the 94th percentile and maintains a strong price trend in the short, medium and long term. SOXX follows the ICE Semiconductor Index and offers exposure to companies that design, manufacture and distribute semiconductors. It has $32 billion in AUM and has an expense ratio of 0.34%. The ETF trades an average of about 7 million shares daily. Benzinga Edge Stock Rankings indicate SOXX has a Momentum score in the 95th percentile and maintains a strong price trend in the short, medium and long term. With an AUM of $2.7 billion, XSD tracks the S&P Semiconductor Select Industry Index. It has an expense ratio of 0.35% and trades an average daily volume of about 97,000 shares. Benzinga Edge Stock Rankings indicate XSD has a Momentum score in the 95th percentile and maintains a strong price trend in the short, medium and long term. FTXL tracks the Nasdaq US Smart Semiconductor Index. With an AUM of $2.2 billion, it trades in an average daily volume of 280,000 shares and has an expense ratio of 0.60%. Benzinga Edge Stock Rankings indicate FTXL has a Momentum score in the 97th percentile and maintains a strong price trend in the short, medium and long term. Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by a Benzinga editor. Warren Buffett once said, "If you don't find a way to make money while you sleep, you will work until you die." Here’s how you can earn passive income with $100. Building a resilient portfolio means thinking beyond a single asset or market trend. Economic cycles shift, sectors rise and fall, and no one investment performs well in every environment. That's why many investors look to diversify with platforms that provide access to real estate, fixed-income opportunities, professional financial guidance, precious metals, and even self-directed retirement accounts. By spreading exposure across multiple asset classes, it becomes easier to manage risk, capture steady returns, and create long-term wealth that isn't tied to the fortunes of just one company or industry. Backed by Jeff Bezos, Arrived Homes makes real estate investing accessible with a low barrier to entry. Investors can buy fractional shares of single-family rentals and vacation homes starting with as little as $100. This allows everyday investors to diversify into real estate, collect rental income, and build long-term wealth without needing to manage properties directly. Self-directed investors looking to take greater control of their retirement savings may consider IRA Financial. The platform enables you to use a self-directed IRA or Solo 401(k) to invest in alternative assets such as real estate, private equity, or even crypto. This flexibility empowers retirement savers to go beyond traditional stocks and bonds, building diversified portfolios that align with their long-term wealth strategies. Moomoo isn't just for trading — it's also one of the most attractive places to park cash. New users can earn a promotional 8.1% APY on uninvested cash, combining a 3.85% base rate with a 4.25% booster once activated. On top of that, eligible new users can also score up to $1,000 in free Nvidia stock—but the real draw here is the ability to earn

Howard Lutnick Says US Is 'Bringing Back' Semiconductor Manufacturing: Here Are ETFs That Could Benefit

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