Semiconductors in trouble?

Disclosure: AVG Costs: TSM @ $97, INTC @ $40, AMD just entered @ $79; Looking to add ASML and AMAT if they drop another 8-10%.

All except INTC should reach 52-week low today, is this the beginning of the end of the cycle?

I still have about 40% of fund to be deployed, planning to spend 10% per month until October. Today's a new month, so I'm looking for some feedback on the shopping list. I will try to spend the 10% each month and avoid holding onto cash.

Should I continue to average down:

1. TSM ($97), INTC ($40), AMD ($79)
2. PARA ($25), WBD ($15) and DIS ($107)
3. SPY ($392), VWRA ($103)
4. XYLD ($44), QYLD ($18), RYLD ($21), JEPI ($55), JEPQ ($45)

Thanks!