We have discussed this in 大千 for quite some while. I could not find my post just yet but overall, I am NOT bullish on semi-sector as a whole, and have expressed my opinion to underweight SOX or SMH. This is because semi is a big industry and many traditional semi-conductor sectors are still trying to receover from the over-supply created during COVID.
We are "only" focusing on individual stocks (NVDA, AVGO, TSM) that can clearly benefit from AI infrastructure build out and downplay the overall semi sector at this time.
So, I have not paid too much attention to the entire sector other than individual stocks
