SMH, TSM, KLAC, ASML: Large Inflows Detected at ETF

The VanEck Semiconductor ETF (SMH) saw an estimated $734.1 million inflow week over week, equal to a 1.3% increase in shares outstanding. The move signals positive investor demand and continued positioning into semiconductors, a sector tied closely to technology and AI exposure. The article is primarily a flows update and is unlikely to be materially market-moving on its own.