Certain semiconductor stocks have sold off in recent weeks, mostly due to investor skepticism rather than financial issues. The VanEck Semiconductor ETF (SMH), Corgi Lithography & Semiconductor Photonics ETF (EUV), and iShares MSCI Taiwan ETF (EWT) delivered solid gains earlier this year but took a breather in the past few weeks. As long as AI capex continues increasing, these semiconductor ETFs seem set to bounce back. SMH is a low-cost passive market-cap-weighted fund tracking the 25 largest U.S.-listed semiconductor companies, with Nvidia constituting 17.55% and Taiwan Semiconductor at 9.3%. SMH is down 13.2% in the past month, though up 44% in the past six months. Its expense ratio is 0.35%, or $35 per $10,000. EUV launched earlier this May and targets the "picks and shovels" of the semiconductor sector.