Companies in the Semiconductor – General industry are at the forefront of the ongoing technological revolution based on HPC, AI, electrified and automated driving, IoT, etc. The semiconductors they produce enable the cloud to function and help analyze data into actionable insights that can be used by companies to operate more efficiently.Given the strong growth outlook, share prices continue to soar, leading to rich valuations. Despite this, we continue to like NVIDIA Corp. (NVDA) and think that SUMCO Corp. ...