The global semiconductor industry, the foundational bedrock of modern technology, is currently experiencing an unprecedented investment boom, primarily ignited by the "AI supercycle." As of October 2025, a confluence of insatiable demand for artificial intelligence capabilities, strategic geopolitical imperatives, and the relentless pursuit of technological advancement is channeling colossal sums into venture capital, public markets, [...]
The financial markets are currently experiencing a period of profound divergence, characterized by both soaring optimism and persistent underlying anxieties. As of October 2025, major U.S. stock indices are shattering records, largely propelled by an "insatiable appetite" for artificial intelligence (AI) innovation and the growing expectation of further interest
