The spotlight on artificial intelligence and semiconductors has never been brighter. But does this dazzling surge signal mere hype, or a structural shift reshaping the global economy?
Hyperscalers are set to deploy USD 500 billion into AI through 2027, fueling a supercycle that especially benefits the sector’s key players: the “Brains” (chip designers), the “Builders” (manufacturers), and the indispensable “Enablers” powering the global supply chain.
Yet with valuations already pricing in perfection, the challenge is clear: stay selective, avoid chasing the rally, and use meaningful market pullbacks to build long-term exposure.
Watch the full video to discover why we believe the AI–semiconductor supercycle is only at its early stages, and how to position strategically heading into 2026.
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