Some investors believe the current decline is a healthy correction after a strong rally in AI-related stocks.
They argue that long-term demand for AI infrastructure remains intact and could support chipmakers over time.
Others believe the selloff signals a deeper reset, as increasing competition from China and rising supply could weigh on margins across the semiconductor industry.
Some investors believe the current decline is a healthy correction after a strong rally in AI-related stocks. They argue that long-term demand for AI infrastructure remains intact and could support chipmakers over time. Others believe the selloff signals a deeper reset, as increasing competition from China and rising supply could weigh on margins across the semiconductor industry.
