The Great Chip Correction Who Benefits When Semis Crash

The semiconductor sector just had its worst week in two years. Broadcom and Micron each lost over 16%, NVIDIA and AMD shed nearly 9%, and the SOXX index dropped 5.6%. But not every chip stock fell — ASML actually gained. Lucas and Luna break down what this rotation tells us about who's vulnerable and who's insulated. They look at the diverging fortunes of equipment makers versus chip designers, the role of AI capex fatigue, and what history says about buying the dip in semis. Specific focus: why applied materials and Lam Research held up better than the GPU giants, and how the Trump administration's reported equity talks with OpenAI add a policy layer to the sell-off. #Semiconductor #ChipStocks #NVDA #AMD #INTC #TSM #ASML #AVGO #MU #Technology #Business #Investing #StockMarket #ChipCorrection #AI #OpenAI #SemiconductorEquipment #FexingoBusiness Keep every episode free: buymeacoffee.com/fexingo