Semiconductors sit right at the heart of this cycle. Advanced logic, memory, networking, & packaging are all benefiting as AI workloads become larger, faster & more specialized. Even with short-term volatility, the long-term trend of higher compute intensity per dollar of GDP looks intact, and that supports sustained demand for chips across the stack.
What keeps me confident is that this isn’t just hype-driven spending — companies are now focused on efficiency, ROI, and real deployment. That shift favors strong semiconductor ecosystems and scalable AI platforms, which is why this remains my highest-conviction theme going into the next phase of the cycle.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
