The iShares Semiconductor ETF (SOXX) and VanEck Semiconductor ETF (SMH) are recommended as strong buys due to robust capital investment driven by AI infrastructure and sector demand outpacing the broader market, with the AI buildout attracting unprecedented capital into semiconductors, influencing interest rates and reshaping investment flows. While SOXX is slightly preferred for new investments due to lower Nvidia exposure and fees, both ETFs benefit from long-term AI and data center growth trends, though key risks include high valuations and potential funding gaps. As of Sep 18, 2026 23:03 WIB, SOXX trades at USD 523.93 with a 1-day gain of 0.93% on Pluang, while SMH is priced higher at USD 564.08, rising 0.64% in the same period. Pluang data shows investors hold SMH longer, with a typical hold time of 98 days compared to 43 days for SOXX, indicating differing investment horizons despite both ETFs benefiting from AI-driven semiconductor demand.