Semiconductor stocks have come under pressure as investors question the durability of the AI infrastructure build-out, driven by financing concerns alongside uncertain AI utility and revenue projections. Gartner recently projected that AI revenue would not be able to support the current build-out and that the neocloud market would collapse by 2030. However, cloud computing companies are seeing insatiable demand for AI infrastructure and seeing strong returns on their chip and networking investments. Even historically conservative companies like ASML Holding and Taiwan Semiconductor Manufacturing (NYSE: TSM) have aggressively expanded their capacity to keep pace with surging demand for their machines and services. This would point to the current AI boom having a long, continued runway. With the stocks under pressure, let's look at five semiconductor stocks to buy on the dip.
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