Selling off Asian chip stocks just because AI leaders said "slow down" is a knee-jerk overreaction. Slowing down frontier training doesn't mean stopping construction. Foundation models are already big enough. The money is shifting from chasing model benchmarks to monetizing inference and agents.
High-frequency inference consumes HBM and DRAM even more persistently. The memory logic is intact. ASICs and networking will benefit as demand diversifies.
Today's broad sell-off is a textbook headline-driven panic. Don't hand over your core chips. Let Micron's Sept 30 earnings show the real demand numbers. I'm watching for dips, not joining the bears.
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- WalterD·09-14Inference bandwidth is the part people keep missing. If serving loads really need 3-5x the HBM bandwidth, Micron's Sept 30 print matters way more than today's panicLikeReport