Semiconductors
Silicon Sovereignty: The 2025 Semiconductor Supercycle Faces a Year-End Test
As of December 18, 2025, the semiconductor industry stands at a historic crossroads, transitioning from a period of speculative artificial intelligence (AI) hype into what analysts are calling the "Mega-Fab" operational phase. The iShares Semiconductor ETF (NASDAQ:SOXX), the primary barometer for the sector’s health, has spent