Investors continue to dump chipmaker stocks on Wednesday following disappointing results from SK Hynix; Sandisk is down 7.5%+, Arm 6.5%+, and AMD 6.5%+
THE SO WHAT
Memory-cycle fear is bleeding into the broader silicon complex — even when SK Hynix insists oversupply risk is limited. If you’re building AI-heavy roadmaps, treat this as a reminder that public-market volatility on chips will not track your demand curve, so lock in multi-year supply where it matters most.
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