Opinion needed on buying semiconductor and chip stocks

If this is not the right forum for stocks and ISA advice let me know and I will move it. Thanks.

For context I am very new to investing but have learnt a lot quickly. I started a month ago and have always used fixed cash ISA's (stupidly).

I earn 60k as a software developer. I have 43k in a cash ISA which matures in Sep with only £1500 gained. I invested 15k in a Vanguard all market index fund a month ago and 5k in T212 ISA just recently. I also have 2k in my T212 invest account which I will add 1k per month.

My 'problem'. My Vanguard has earned £825 in a month but the semiconductors industry is booming and the iShares ETF has gained around 40% in a month so I could be earning thousands per month if this continues at even half that rate if I put my full years ISA allocation here.

Do you think I should sell my Vanguard and start an ISA transfer which will take at least 3-4 weeks, put the full 20k into the semiconductors ETF, then move my cash ISA into my Vanguard in Sep? Then I would have the index fund as the safe base and the ETF as the high powered earner.

Another option is to move my index fund to VGT which will take a couple of days and just invest the 5k into semiconductors. VGT has higher returns than the index fund but has seen lower gains than the semiconductors ETF.

In addition, I will use my 2k in my invest account to buy Intel and Micron stock and add to it each month. I've been waiting for a pullback for weeks and have missed out on some big gains which is depressing but better late than never.

The reason for taking on more risk is I am about 100k short of being able to buy a house while preserving my savings.