SMH is trading at $554.58, up 1.50%, as bargain buying and stronger earnings sentiment support a semiconductor-sector rebound. - A positive Super Micro Computer preannouncement added momentum to AI-server and semiconductor-related names ahead of Lam Research and Texas Instruments earnings after the close. - Micron’s critical-minerals investment supports domestic supply-chain capacity, but reporting indicates it was not the main driver of the broader move. - Broader tech-market strength is supportive, while scheduled results leave sentiment sensitive to guidance.