What’s your favorite semiconductor stock these days?

Aaron Rakers from Wells Fargo said on CNBC a few weeks ago that the AI race may not be just about who is the smartest, but also about who can operate the fastest and at the lowest cost. Since every AI response requires computing power, which comes with real expenses, companies are increasingly focused on improving hardware efficiency to manage those costs. That’s why computer chips are becoming increasingly important, with the industry projected to reach $1 trillion by 2030. What's your favorite semiconductor stock right now?