this post was submitted on 31 Oct 2026
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It’s because computer sales are down because RAM is unavailable because AI companies bought it all on credit because the investors gave them shitloads of market cap because they want to replace PCs with LLMs because they have all these chips that can crunch numbers because semiconductor companies have been building them for LLMs.
Intel makes most of it’s money selling to data centers and renting out it’s manufacturing capabilities to companies, they do make a lot of money selling chips for computers still but that hasn’t seen a huge decline. This selloff is more due to concerns about the datacenter side of the business.
These sell offs are about projected future revenue, and what analysts think is likely. The sell of tells us those folks are worried about the future rate of datacenter construction not growing, and thus demand for chips to go in to them also not growing.