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Semiconductors’ Share of the S&P 500
Market value of today’s S&P 500 chip and chip-equipment companies, % of the index’s market value, since January 2021
Plays the chart through its history. Pauses are where the data set a record or moved most.
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Palanor calculation. The basket is today’s S&P 500 members that design or make chips or chipmaking equipment, held at current share counts back to January 2021, where Palanor’s record starts; companies outside the S&P 500 (Arm, ASML, Taiwan Semiconductor) are left out. Total market value, not the index’s float-adjusted weight, so it is not comparable with published sector weights or with the dot-com era. Closing prices received through a licensed market data provider; share counts from SEC filings.
How much of an S&P 500 index fund is now a bet on semiconductors. A rising line means a broad U.S. stock portfolio leans more on one industry.
What this chart reads
- Semiconductor Companies' Share of the S&P 500as “Semiconductor share”latest 2026-10-22
Sources
Semiconductor Companies' Share of the S&P 500. Source: Received through a licensed market data provider; share counts from SEC filings. Calculated by Palanor.
Charts are drawn from Palanor's signal library and recomputed from source data on every view. Transformations (changes, indexing, year-on-year rates) are Palanor's.