The semiconductor industry is experiencing a significant transformation, moving from a cyclical to a structural model due to advancements in artificial intelligence (AI).

Recent analysis suggests that the valuation gap between semiconductors and broader technology sectors has been closed, presenting a strategic opportunity for investors. Experts recommend taking a more structural investment approach in both the semiconductor and software industries as the AI rally continues to expand.

Following a strong rally in global semiconductor stocks, there is a growing belief that positioning oneself for this broader AI momentum is crucial for capitalizing on future growth prospects.