• iamthetot@piefed.ca
    link
    fedilink
    English
    arrow-up
    16
    arrow-down
    1
    ·
    2 days ago

    That sounds like a lot… Until you zoom out. They’re only down 1.5% over six months, and YTD they’re still up over 100%.

    So far this just seems more like a minor correction, than a bubble popping.

    • NekoKoneko@lemmy.world
      link
      fedilink
      English
      arrow-up
      6
      ·
      1 day ago

      Yup, if this doesn’t continue deflating, it could just signal to semiconductors not to increase capacity to hedge against oversupply, while they continue to focus entirely on the data center market.