---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42726162.md"
description: "In the short term, deleveraging is underway, while medium to long-term demand remains unchanged. HBM technology barriers and production capacity constraints limit supply. It's a good time to buy when it falls to a suitable level."
datetime: "2026-07-16T13:45:52.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42726162.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42726162.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42726162.md)
author: "[上山喝茶r](https://longbridge.com/en/profiles/14864854.md)"
---

# In the short term, deleveraging is underway, while…


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## Comments (1)

- **486 · 2026-07-16T14:18:33.000Z**: It's not short, almost 3 weeks. Expectations were set too high.