Short-term volatility will not change the long-term logic—how far can the AI hardware sector still go?

The violent rebound in chip stocks on June 8 injected a strong shot of confidence into all investors. But one fact should not be ignored: intense short-term fluctuations will continue, with performance gaps, disruptions from rate-hike expectations, geopolitical risks, and other factors still periodically hitting the market.

However, short-term noise should not distract you from judging long-term trends. From a fundamentals perspective, the growth logic behind the AI hardware sector remains solid. The HBM memory shortfall is expected to persist until 2030; the ASIC market’s growth rate in 2026 will surpass that of GPUs; NVIDIA’s next-generation Vera Rubin platform is about to start ramping up shipments; Micron expects the HBM market size to reach $100 billion by 2028. AI has moved from concept to application, and global AI computing power investment is flourishing.

For medium- and long-term investors, this is not the time to retreat. PuSilver International believes U.S. stocks will still follow AI as the core main theme; in terms of positioning, investors can balance hardware certainty with software resilience. Instead of constantly chasing short-term ups and downs, it’s better to gradually accumulate positions on pullbacks in core names and patiently wait for the next round of the major uptrend.

AI hasn’t ended—it has entered a deeper, more structured new stage.

#美股AI概念股普涨