BofA Securities analyst Vivek Arya highlighted key considerations for the U.S. semiconductor sector amid the artificial intelligence frenzy and potential concerns about a bubble.The analyst noted that large-scale AI infrastructure deployments carry inherent risks of overbuilding, as companies compete to protect existing market positions or establish new revenue streams, making it challenging to perfectly match capacity to future demand. • NVDA is surging to new heights today. Check it out here.He identified ...