US semiconductor ETFs see record $4B April inflows

US semiconductor-focused exchange-traded funds (ETFs) are experiencing unprecedented investor interest, with massive inflows recorded in April 2026. The ETFs $SMH and $SOXX have attracted a record $4 billion in inflows so far this month, a figure that has already surpassed the previous full-month record of $3 billion set in December 2025. This surge follows a period of significant outflows, including a record $1.9 billion withdrawal in a prior month, indicating a sharp reversal in market sentiment toward the sector. The inflows highlight intense investor focus on the semiconductor industry amid ongoing technological and geopolitical tensions.