"The Sox Index is not only about Chip makers, the Semi Equipment sector (See AMAT, BRKS, LRCX, NVLS etc.) is tanking..."
That's a good point - - the equipment companies have significantly underperformed the semi designers, and the equipment companies do have substantial representation in both the SOX and in SMH. Which brings me back to a point I have raised in the past: For an investor in the semi designers only (such as myself), the SOX and SMH are not very accurate indicators of performance.
And when you think about it, no other industry indexes incorporate capital equipment suppliers to that industry into the same index. For example, transportation indexes are comprised of airlines, railroads, and truckers, but they don't include airplane manufacturers, railcar manufacturers, or truck manufacturers - - - and the same distinction is maintained all other industry indexes - - except for semis.
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