Semiconductors Stage a Sharp Rebound, Signaling the Sector Is Back

Semi spotlight

Semiconductors are back in the spotlight. After a steep 35% correction earlier this year, the sector has staged a powerful 44% rebound—fueled by surging chip demand, AI-driven infrastructure deals, and record-high forward earnings. With Nvidia and AMD leading the charge, and buybacks booming across the board, the semi cycle is heating up again.