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REDDIT

Is the AI Hyperscale hype crashing now?

A
Jul 30, 2026 · 12:20

Did the AI bubble pop?

Semiconductor stocks are crashing across the board right now. For example Micron, AMD or TSMC lost over 30%. SKHYNIX and Sandisk lost more than 60%.

Fundamentally nothing has changed. They're still growing very fast. Maybe the expectations were insanely higher, hence causing a correction.

But what triggered the whole sell-off in the first place?