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The ETFs Most Exposed to the 2026 Chip Supply Chain Crisis — Winners and Losers
etf.com2d agoneutral
The ETFs Most Exposed to the 2026 Chip Supply Chain Crisis — Winners and Losers

<p>High-bandwidth memory is sold out for all of 2026. SK Hynix has warned the shortage could last past 2030. Automakers are cutting production of budget models, and PC and smartphone prices are set to rise 10-20% by year-end. The chip supply chain crisis is the defining market story of 2026 and it is reshaping which ETFs win and which get squeezed. Here are the funds most exposed, on both sides of the trade.</p>