Let’s talk about the semiconductor industry

So, I am looking for investing opportunities in the semiconductor industry. I noticed that while the recent bottom for the S&P 500 index was in mid-June, that for the semiconductor industry was in early July. What do you make of it? Do you think we will get a new bottom here in the near future?

I am eyeing 3 ETFs in this regard: $SMH, $SOXX, and $XSD. Which one would you suggest? Do you have a different suggestion?

As for single stocks, I think $NVDA has dumped a lot in comparison to $AMD. Should I start DCAing into $NVDA at $130s now? Be a devil's advocate and tell me why that's a bad idea.

Also, what's your opinion on $INTC?

Thanks. Happy Friday!