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Do you still see $SEMI (+1,4 %) potential to rise much further or is the hype over?

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I come from the semi sector, a certain saturation or more restrained industry mood is setting in, but in my opinion the end of the flagpole has not yet been reached.
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For the semiconductor sector, the <security:n/a:IE00BMC38736> from Vaneck is better in my opinion. Because the ishares also has a lot of solar stuff in it. I have both and the Vaneck has done better. The sector has already gone crazy in 2024 alone. no idea how long it will go.
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