Semis May Not Be Slowing Down: Trade 4 Leading Chip Stocks With 2X Leverage

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Global semiconductor sales hit $702 billion in the first half of 2026 as the AI buildout lifted both digital processors and legacy analog segments. Market fluctuations following these early gains have made chip stocks a focal point for active traders targeting pure-play AI exposure through names like Cerebras Systems (CBRS), while sharp two-way volatility has also extended into the analog and microchip space with ON Semiconductor (ON), NXP Semiconductors (NXPI), and Microchip Technology (MCHP) driven by ongoing inventory digestion, sector rotations, and shifting macroeconomic expectations.

Despite these fluctuations, all four names offer high liquidity and strong trading opportunities. They remain anchored by distinct catalysts, ranging from Cerebras's wafer-scale AI architecture to the essential power and sensor components produced by NXP, ON Semi, and Microchip for automotive, industrial, and data center infrastructure.

Tradr ETFs provides 2X daily leveraged funds for Cerebras (CBRX, CBRZ), NXP Semiconductors (NXPX), ON Semiconductor (ONX), and Microchip Technology (MCHU). These products allow traders to amplify daily price swings and trade both sides of the broader chip sector as market momentum builds. 

Record Chip Sales and AI Demand Are Moving These Semiconductor Stocks

The analog semiconductor stocks in this group are also emerging from a two-year inventory correction in automotive and industrial markets, adding a second demand catalyst on top of AI infrastructure spending as that cycle turns. Meanwhile, active lobbying from across the industry surrounds the semiconductor manufacturing tax credit set to expire at year-end, keeping policy risk in focus alongside earnings. Following its May 2026 debut, Cerebras was fast-tracked into S&P index coverage, adding passive, index-driven buying to an already active trading environment. 

To equip traders with actionable tools for navigating volatility across these semiconductor stocks, Tradr ETFs introduced leveraged single-stock ETFs for NXP Semiconductors (NXPX), ON Semiconductor (ONX), and Microchip Technology (MCHU) in late May 2026:

NXP Semiconductors (NXPI)

NXP Semiconductors (NXPI) manufactures high-performance mixed-signal chips that power sensor processing, secure communications, and energy management across automotive, industrial, wireless, and mobile markets. Market demand is being driven by aggressive artificial intelligence data center investment broadening into NXP's core infrastructure segments, while a recovering global automotive production environment continues to strengthen underlying demand.

The Tradr 2X Long NXPI Daily ETF (NXPX) seeks to provide double the daily exposure to NXPI's price action as the company benefits from recovering automotive and industrial demand alongside growing AI infrastructure needs. For more information about NXPX, CLICK HERE.

ON Semiconductor (ON)

ON Semiconductor (ON), known as onsemi, manufactures analog and mixed-signal semiconductors, including the power management and silicon carbide components essential for electric vehicles and high-voltage AI data centers. Following a two-year industry inventory correction as automotive and industrial clients absorbed stockpiles, resolving customer inventories are pointing toward broader demand stabilization for the company. 

The Tradr 2X Long ON Daily ETF (ONX) seeks to provide double the daily exposure to ON's price action as the company scales its power semiconductor business across automotive, industrial, and AI data center markets. For more information about ONX, CLICK HERE.

Microchip Technology (MCHP)

Microchip Technology (MCHP) develops microcontrollers, analog chips, and interface products for embedded control systems across automotive, industrial, aerospace, and consumer electronics applications. The company recently expanded into hyperscale infrastructure by launching 3.3 kV power modules designed specifically for AI data center power architectures, while broader demand is recovering from an extended inventory correction as bookings recently reached a four-year high. 

The Tradr 2X Long MCHP Daily ETF (MCHU) aims to provide double the daily exposure to MCHP's price action as the company recovers from its inventory correction and expands into AI data center power applications. For more information about MCHU, CLICK HERE.

Cerebras Systems (CBRS)

Cerebras Systems (CBRS) manufactures the Wafer-Scale Engine, a single massive processor engineered to eliminate chip-to-chip bottlenecks and deliver inference speeds roughly 15 times faster than leading GPUs. The company serves hyperscalers, enterprises, and sovereign AI programs with key customer ties including AWS and OpenAI. After debuting in May 2026 at $185 per share, CBRS spiked near $386 before retracing, with Tradr ETFs offering both leveraged long and short exposure to capture its sharp, two-way price action. 

The Tradr 2X Long CBRS Daily ETF (CBRX) targets double the daily exposure to CBRS's price action for traders positioned for continued momentum in Cerebras' AI processor platform. For more information about CBRX, CLICK HERE.

The Tradr 2X Short CBRS Daily ETF (CBRZ) seeks to provide double the daily inverse exposure to CBRS's price action for traders positioning around the stock's volatility from the short side. For more information about CBRZ, CLICK HERE.

Trade Semiconductor Stocks With 2X Leverage

Semiconductor stocks have produced some of the sharpest single-session moves in the market over the past year, driven by earnings surprises, AI spending announcements, inventory cycle shifts, and the kind of IPO momentum that comes with a company like Cerebras entering public markets. Those catalysts arrive regularly, and when they do, these stocks move.

Tradr ETFs' suite of leveraged ETFs across Cerebras (CBRX, CBRZ), NXP Semiconductors (NXPX), ON Semiconductor (ONX), and Microchip Technology (MCHU) gives traders 2X daily exposure to those moves, with the tools to capitalize across the full semiconductor landscape as demand continues to accelerate.

Leveraged ETFs Involve Significant Risks

Tradr ETFs are for sophisticated investors and professional traders with high conviction views and are very different from most other exchange-traded funds. Know the risks before you invest. The significant risks of leveraged and/or inverse ETFs include the risks of leverage, derivatives, and/or other complex investment strategies that they employ. These investments are designed for short-term trading for investors seeking daily, monthly or quarterly leveraged investment results.

Investors in the ETF should: (a) understand the risks associated with the use of leverage; (b) understand the consequences of seeking daily, calendar month and calendar quarter inverse and leveraged investment results; (c) for short ETFs, understand the risk of shorting; (d) intend to actively monitor and manage their investment. ETF performance will likely be significantly different than the benchmark over periods longer than the specified reset period and the performance may trend in the opposite direction than its benchmark over periods other than that period.

The ETFs seek leveraged investment results over a specific period and are intended to be used as short-term trading vehicles. The ETFs pursue leveraged investment objectives, which means they are riskier than alternatives that do not use leverage because the ETFs magnify the performance of their underlying security. The volatility of the underlying security may affect an ETF's return as much as, or more than, the return of the underlying security.

The ETF will not attempt to position its portfolio to ensure it does not gain or lose more than a maximum percentage of its net asset value on a given trading day. As a consequence, investors in an ETF that seeks two times daily performance would lose all of their money if the ETF's underlying security moves more than 50% in a direction adverse to the ETF on a given trading day.

ETFs involve risk including possible loss of principal. There is no assurance that the ETF will achieve its investment objective. Principal risks and other important risks may be found in the prospectus.

Investors should carefully consider the investment objectives, risks, charges and expenses of the ETF before investing. To obtain a prospectus containing this and other important information, please visit www.tradretfs.com to view or download a prospectus online. Read the ETF's prospectus carefully before you invest.

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