The AI Chip Panic: A False Alarm? The tech world is abuzz with concern about a looming correction in the Nasdaq, driven by a perceived slump in chip sales and investments.
However, upon closer examination of the numbers, it becomes clear that this panic is largely unfounded.
Analysts point to rising memory prices, long term contracts locked in for years ahead, and no meaningful new supply on the horizon until 2028 as evidence that the market is overreacting.