Part 11/11:
Conclusion: A Bullish Perspective with Caution
In sum, the semiconductor and AI sectors are currently experiencing a paradigm shift driven by unprecedented demand, strategic corporate investments, and technological breakthroughs. While some analysts caution about potential bubbles due to high valuations and circular financing, industry insiders like Rasgon remain more optimistic, citing fundamental demand and the backing of profitable, forward-thinking companies.
The AI revolution, though still in its early days, appears poised for continued expansion. Investors and industry watchers should remain vigilant but also recognize that the current cycle might well define the next decade of technological progress and market growth.