These ‘safer’ chip stocks have boomed this year. Is it too late to buy in?

Companies that make semiconductor manufacturing equipment are poised to benefit from the expansion of production capacity to support generative artificial-intelligence technology. - MarketWatch photo illustration/iStockphoto Artificial-intelligence mania has seemingly disrupted the normal order of the typically cyclical semiconductor industry. And with chip makers adding capacity to meet surging demand, those who make semiconductor capital equipment — known as semicap makers — appear positioned to benefit ...