demand just continuing to grow on top of demand already outstripping supply. When you look at other hot areas of the market, the products are pretty much all going to demand more and more chips - EV boom, continued growth in connected devices, more and more data. Growth in crypto mining drove increases in many chip equities in the past.

But I haven't been able to narrow in on any specific companies that I feel confident will outgain a general semiconductor ETF over the next few years. Anyone have one or two they like?