After recent weakness in semiconductor stocks, institutional investors are resuming accumulation on valuation, treating declines as entry points rather than trend reversals. The pattern mirrors 2023–2024 behavior: dip-buying on macro concerns, followed by FOMO-driven rallies.
For infrastructure buyers on capex budgets: chip supply conversations remain tight, but price weakness on Wall Street is historically a leading indicator of easing allocation pressure within 2–4 quarters.