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The semiconductor industry is growing rapidly, driven by its crucial role in artificial intelligence (AI). With the market for AI projected to grow at a 36.6% CAGR through 2030, the demand for advanced semiconductors has never been higher. As AI applications push the boundaries of computing power, semiconductors are becoming mission-critical for enterprises globally.
As investors increasingly seek out undervalued assets with high growth potential, a rotation into small-cap stocks has been underway. This shift is particularly relevant in the semiconductor space, where concerns about overcrowded mega-caps are starting to deter prospective investors.