Retail Investors Flood Chip ETFs with $22.5B Year-to-Date
Retail investors have purchased a record $22.5 billion in US-listed semiconductor ETFs year-to-date, with monthly purchases reaching $12 billion in the past month, the highest on record. Options spending on chip stocks also hit new highs.
Retail investors are pouring into semiconductor ETFs at an unprecedented pace, with year-to-date net purchases hitting $22.5 billion — a surge of over 1,000% since early April.
In the past month alone, retail buying reached $12 billion, the highest monthly figure on record. For context, monthly purchases never exceeded $2 billion in any month of 2024 or 2025.
At the same time, retail investors are spending an average of $1.9 billion per day on semiconductor options contracts so far in June, up 16% from the previous record of $1.6 billion set in May. The data, reported by The Kobeissi Letter, underscores how speculative demand for chip stocks continues to accelerate.
Source: The Kobeissi Letter