With Nvidia and Micron leading the charge, the semiconductor sector is still buzzing despite all the AI bubble talk. Analysts argue that the AI hardware buildout—especially for high-bandwidth memory and graphics processors—has legs for at least two more years. But with valuations sky-high and rivals like AMD and Broadcom making moves, is this a sustainable gold rush or are we headed for a correction? Where do you see the next big breakthrough? #Tech #AIChips #Semiconductors