VanEck Semiconductor ETF
SMH · etf · 2 prediction records
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- From Prediction 1 entry
- Entry 587.82 USD
- Latest call
- Rise expected ↑
- Publication markers
- 14 of 14 timed
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- Prediction 2Prediction Prediction 2 · 11 Aug 2026, 10:17 SGTRise expected prediction569.41 USD · No result recorded
- Prediction 1Prediction Prediction 1 · 17 Aug 2026, 20:19 SGTRise expected prediction587.82 USD · PROOF RECEIPT · Right (NOT FOUNDER-STAMPED)
- 1Headline 1 · 27 Aug 2026, 04:24 SGTNvidia forecasts roughly 70% sales growth next fiscal yearCompany Or Asset
- 2Headline 2 · 27 Aug 2026, 17:59 SGTTrump team considers broad chip tariffsSector
- 3Headline 3 · 27 Aug 2026, 22:02 SGTSK Hynix to start AI chip output in Indiana in 2029, sees memory shortage through 2030Sector
- 4Headline 4 · 28 Aug 2026, 09:56 SGTStocks split as rate pressure hurts breadth while mega-cap platforms hold upCompany Or Asset
- 5Headline 5 · 29 Aug 2026, 08:18 SGTCXMT sues the Pentagon over its military-linked company designationMacro Or Policy
- 6Headline 6 · 29 Aug 2026, 11:29 SGTCXMT will supply LPDDR6 memory for Xiaomi's next foldable phoneCompany Or Asset
- 7Headline 7 · 29 Aug 2026, 21:59 SGTInflation focus raises the chance of tighter policy at the next Fed meetingMacro Or Policy
- 8Headline 8 · 29 Aug 2026, 21:59 SGTWarsh raises stakes for the Fed's next meetingMacro Or Policy
- 9Headline 9 · 01 Sept 2026, 14:46 SGTGlobal bond rout deepens as oil prices jump; wheat prices reach their highest since early 2023Macro Or Policy
- 10Headline 10 · 02 Sept 2026, 07:33 SGTIonQ, NVIDIA and qBraid reported lower error in a quantum-simulation demonstration.Company Or Asset
- 11Headline 11 · 02 Sept 2026, 23:29 SGTiPronics raised €107 million in a round involving Nvidia and Criteria.Company Or Asset
- 12Headline 12 · 02 Sept 2026, 23:38 SGTThe US administration was reported to be considering higher chip tariffs.Company Or Asset
Latest prediction · Prediction 1
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Prediction 1
Rise expected · 587.82 USDPROOF RECEIPT · Right (NOT FOUNDER-STAMPED) - Published
- Deadline
Headlines · 12 · oldest first
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1
Nvidia forecasts roughly 70% sales growth next fiscal yearPublished · 27 Aug 2026, 04:24 SGT · Company Or AssetOpens in a new tab. Story noteUnclear SMHNo directionWhy: No verified asset-specific event-to-exposure rule matched, so OTR abstains instead of using generic wording.
- Confidence
- Low
- Strength
- Unclear
- Headline mood
- Positive
Research label · not a live prediction. Current weight: 0.
How OTR scored this
- Event
- No Asset Specific Rule
- Link to asset
- Unmapped
- Uncertainty
- No Asset Specific Rule
- Sample
- Independent event
- Rule
- Abstain
-
2
Trump team considers broad chip tariffsPublished · 27 Aug 2026, 17:59 SGT · SectorOpens in a new tab. Story noteMay hurt SMHDownWhy: Broad chip tariffs could raise costs or disrupt demand across semiconductor holdings, but the policy is only being considered.
- Confidence
- Medium
- Strength
- Moderate
- Headline mood
- Negative
Research label · not a live prediction. Current weight: 0.
How OTR scored this
- Event
- Semiconductor Trade Policy
- Link to asset
- Costs Demand And Supply Chain
- Uncertainty
- Modal Language
- Sample
- Independent event
- Rule
- Chip tariff proposal
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3
SK Hynix to start AI chip output in Indiana in 2029, sees memory shortage through 2030Published · 27 Aug 2026, 22:02 SGT · SectorOpens in a new tab. Story notePushes both ways SMHMixedWhy: New AI-chip capacity signals durable demand, while a memory shortage can also constrain industry output and raise costs.
- Confidence
- Medium
- Strength
- Moderate
- Headline mood
- Negative
Research label · not a live prediction. Current weight: 0.
How OTR scored this
- Event
- Semiconductor Capacity And Demand
- Link to asset
- Ai Demand Versus Supply Constraint
- Uncertainty
- None Identified From Headline
- Sample
- Independent event
- Rule
- Ai chip capacity shortage
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4
Stocks split as rate pressure hurts breadth while mega-cap platforms hold upPublished · 28 Aug 2026, 09:56 SGT · Company Or AssetOpens in a new tab. Story noteUnclear SMHNo directionWhy: No verified asset-specific event-to-exposure rule matched, so OTR abstains instead of using generic wording.
- Confidence
- Low
- Strength
- Unclear
- Headline mood
- Negative
Research label · not a live prediction. Current weight: 0.
How OTR scored this
- Event
- No Asset Specific Rule
- Link to asset
- Unmapped
- Uncertainty
- No Asset Specific Rule
- Sample
- Independent event
- Rule
- Abstain
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5
CXMT sues the Pentagon over its military-linked company designationPublished · 29 Aug 2026, 08:18 SGT · Macro Or PolicyOpens in a new tab. Story noteUnclear SMHNo directionWhy: No verified asset-specific event-to-exposure rule matched, so OTR abstains instead of using generic wording.
- Confidence
- Low
- Strength
- Unclear
- Headline mood
- Neutral
Research label · not a live prediction. Current weight: 0.
How OTR scored this
- Event
- No Asset Specific Rule
- Link to asset
- Unmapped
- Uncertainty
- No Asset Specific Rule
- Sample
- Independent event
- Rule
- Abstain
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6
CXMT will supply LPDDR6 memory for Xiaomi's next foldable phonePublished · 29 Aug 2026, 11:29 SGT · Company Or AssetOpens in a new tab. Story noteUnclear SMHNo directionWhy: No verified asset-specific event-to-exposure rule matched, so OTR abstains instead of using generic wording.
- Confidence
- Low
- Strength
- Unclear
- Headline mood
- Neutral
Research label · not a live prediction. Current weight: 0.
How OTR scored this
- Event
- No Asset Specific Rule
- Link to asset
- Unmapped
- Uncertainty
- No Asset Specific Rule
- Sample
- Independent event
- Rule
- Abstain
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7
Inflation focus raises the chance of tighter policy at the next Fed meetingPublished · 29 Aug 2026, 21:59 SGT · Macro Or PolicyOpens in a new tab. Story noteUnclear SMHNo directionWhy: No verified asset-specific event-to-exposure rule matched, so OTR abstains instead of using generic wording.
- Confidence
- Low
- Strength
- Unclear
- Headline mood
- Neutral
Research label · not a live prediction. Current weight: 0.
How OTR scored this
- Event
- No Asset Specific Rule
- Link to asset
- Unmapped
- Uncertainty
- No Asset Specific Rule
- Sample
- Independent event
- Rule
- Abstain
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8
Warsh raises stakes for the Fed's next meetingPublished · 29 Aug 2026, 21:59 SGT · Macro Or PolicyOpens in a new tab. Story noteUnclear SMHNo directionWhy: No verified asset-specific event-to-exposure rule matched, so OTR abstains instead of using generic wording.
- Confidence
- Low
- Strength
- Unclear
- Headline mood
- Neutral
Research label · not a live prediction. Current weight: 0.
How OTR scored this
- Event
- No Asset Specific Rule
- Link to asset
- Unmapped
- Uncertainty
- No Asset Specific Rule
- Sample
- Independent event
- Rule
- Abstain
-
9
Global bond rout deepens as oil prices jump; wheat prices reach their highest since early 2023Published · 01 Sept 2026, 14:46 SGT · Macro Or PolicyOpens in a new tab. Story noteUnclear SMHNo directionWhy: No verified asset-specific event-to-exposure rule matched, so OTR abstains instead of using generic wording.
- Confidence
- Low
- Strength
- Unclear
- Headline mood
- Neutral
Research label · not a live prediction. Current weight: 0.
How OTR scored this
- Event
- No Asset Specific Rule
- Link to asset
- Unmapped
- Uncertainty
- No Asset Specific Rule
- Sample
- Independent event
- Rule
- Abstain
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10
IonQ, NVIDIA and qBraid reported lower error in a quantum-simulation demonstration.Published · 02 Sept 2026, 07:33 SGT · Company Or AssetOpens in a new tab. Story noteUnclear SMHNo directionWhy: No verified asset-specific event-to-exposure rule matched, so OTR abstains instead of using generic wording.
- Confidence
- Low
- Strength
- Unclear
- Headline mood
- Neutral
Research label · not a live prediction. Current weight: 0.
How OTR scored this
- Event
- No Asset Specific Rule
- Link to asset
- Unmapped
- Uncertainty
- No Asset Specific Rule
- Sample
- Independent event
- Rule
- Abstain
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11
iPronics raised €107 million in a round involving Nvidia and Criteria.Published · 02 Sept 2026, 23:29 SGT · Company Or AssetOpens in a new tab. Story noteUnclear SMHNo directionWhy: No verified asset-specific event-to-exposure rule matched, so OTR abstains instead of using generic wording.
- Confidence
- Low
- Strength
- Unclear
- Headline mood
- Neutral
Research label · not a live prediction. Current weight: 0.
How OTR scored this
- Event
- No Asset Specific Rule
- Link to asset
- Unmapped
- Uncertainty
- No Asset Specific Rule
- Sample
- Independent event
- Rule
- Abstain
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12
The US administration was reported to be considering higher chip tariffs.Published · 02 Sept 2026, 23:38 SGT · Company Or AssetOpens in a new tab. Story noteMay hurt SMHDownWhy: Broad chip tariffs could raise costs or disrupt demand across semiconductor holdings, but the policy is only being considered.
- Confidence
- Medium
- Strength
- Moderate
- Headline mood
- Negative
Research label · not a live prediction. Current weight: 0.
How OTR scored this
- Event
- Semiconductor Trade Policy
- Link to asset
- Costs Demand And Supply Chain
- Uncertainty
- Modal Language
- Sample
- Independent event
- Rule
- Chip tariff proposal
Prediction history · 1 earlier · newest first
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Prediction 2
Rise expected · 569.41 USDNo result recorded - Published
- Deadline
Graph LearningHow news has moved VanEck Semiconductor ETF beforeOpen the complete asset-specific memory
What OTR sees for VanEck Semiconductor ETF
What this is: A concentrated ETF of large, liquid U.S.-listed semiconductor producers and equipment companies, including foreign issuers listed in the United States.
Headlines that may cause the price of this investment to go up
- Confirmed growth in data-centre, AI accelerator, memory, networking, automotive, industrial, or handset demand across major holdings.
- Revenue, margin, or order guidance raised by top-weighted chip designers, foundries, memory makers, or equipment suppliers.
- Foundry utilisation, advanced packaging, memory pricing, or equipment bookings improving without unsustainable inventory builds.
Headlines that may cause the price of this investment to go down
- Export controls, licence denials, sanctions, or customer restrictions that reduce addressable sales or equipment service.
- Inventory correction, order cancellations, lower utilisation, or falling memory and chip prices.
- Earnings misses, gross-margin pressure, capex cuts, or delayed product ramps at top holdings.
What OTR checks
- SMH daily holdings and top-weight concentration
- Revenue, margins, orders, capex, utilisation, inventory, and guidance of top holdings
- Foundry and advanced-packaging capacity and yields
- Memory prices and inventory days
0 supportive, 2 pressuring and 10 mixed or unclear asset-specific news signals.
12 linked headlines classified for this investment; 12 independent event samples. 4 of 4 clear checked moves matched the research direction.
Open the full Graph Learning analysis
- Past
- OTR has 36 saved headline-response checks for this investment: 12 completed, including 4 rises, 7 falls and 1 roughly flat moves. Each row keeps the original source and its news time when that time is verifiable; unresolved times stay explicit and add no weight.
- Now
- News that may help includes Confirmed growth in data-centre, AI accelerator, memory, networking, automotive, industrial, or handset demand across major holdings.; Revenue, margin, or order guidance raised by top-weighted chip designers, foundries, memory makers, or equipment suppliers.. News that may hurt includes Export controls, licence denials, sanctions, or customer restrictions that reduce addressable sales or equipment service.; Inventory correction, order cancellations, lower utilisation, or falling memory and chip prices.. OTR also watches SMH daily holdings and top-weight concentration, Revenue, margins, orders, capex, utilisation, inventory, and guidance of top holdings, Foundry and advanced-packaging capacity and yields.
- Next prediction
- For a future prediction, OTR compares the new event with this investment's own saved reactions, then checks the wider market and named other possible causes. One headline never decides a call by itself.
- When this can mislead
- SMH is concentrated; one top holding can dominate the ETF.; AI spending can help designers while hurting customers' cash flow or leaving other semiconductor segments weak.; Export controls affect firms differently through products, destinations, licences, and workarounds.; Semiconductor revenue recognition and inventory cycles lag end demand.
Saved headline-move memory
- Nvidia forecasts roughly 70% sales growth next fiscal year27 Aug 2026, 04:24 SGT1h · not checked yet4h · not checked yet20h · not checked yet
- Trump team considers broad chip tariffs27 Aug 2026, 17:59 SGT1h · fell 0.13%4h · fell 1.69%20h · not checked yet
- SK Hynix to start AI chip output in Indiana in 2029, sees memory shortage through 203027 Aug 2026, 22:02 SGT1h · rose 0.54%4h · rose 0.37%20h · rose 0.06%
- Stocks split as rate pressure hurts breadth while mega-cap platforms hold up28 Aug 2026, 09:56 SGT1h · not checked yet4h · not checked yet20h · not checked yet
- CXMT sues the Pentagon over its military-linked company designation29 Aug 2026, 08:18 SGT1h · not checked yet4h · not checked yet20h · not checked yet
- CXMT will supply LPDDR6 memory for Xiaomi's next foldable phone29 Aug 2026, 11:29 SGT1h · not checked yet4h · not checked yet20h · not checked yet
- Inflation focus raises the chance of tighter policy at the next Fed meeting29 Aug 2026, 21:59 SGT1h · not checked yet4h · not checked yet20h · not checked yet
- Warsh raises stakes for the Fed's next meeting29 Aug 2026, 21:59 SGT1h · not checked yet4h · not checked yet20h · not checked yet
- Global bond rout deepens as oil prices jump; wheat prices reach their highest since early 202301 Sept 2026, 14:46 SGT1h · not checked yet4h · not checked yet20h · not checked yet
- IonQ, NVIDIA and qBraid reported lower error in a quantum-simulation demonstration.02 Sept 2026, 07:33 SGT1h · not checked yet4h · not checked yet20h · rose 1.20%
- iPronics raised €107 million in a round involving Nvidia and Criteria.02 Sept 2026, 23:29 SGT1h · fell 0.07%4h · fell 0.23%20h · fell 0.82%
- The US administration was reported to be considering higher chip tariffs.02 Sept 2026, 23:38 SGT1h · was roughly flat 0.02%4h · fell 0.22%20h · fell 0.88%
Clue, not proof: timing is a clue, never proof. A price move after a headline does not prove the headline caused it. OTR uses a pattern only after it repeats and still holds up against the wider market.