---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000758024.md"
description: "The selloff reflects growing investor concern that AI-driven memory demand may be moderating sooner than expected. Reports of slower HBM4 production from SK Hynix and reduced forecasts for Nvidia’s Rubin platform raised doubts about the sustainability of the AI hardware boom, hitting memory stocks particularly hard. However, broader market declines remained relatively contained, suggesting investors are reassessing growth expectations rather than pricing in a major downturn."
datetime: "2026-06-24T05:35:18.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000758024.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000758024.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000758024.md)
author: "[TheRaccoonAnalysis](https://longbridge.com/en/profiles/26041475.md)"
generator: "portal-rs"
---

# The selloff reflects growing investor concern that…


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## Comments (1)

- **darren · 2026-06-24T06:26:28.000Z · 👍 1**: thanks for sharing


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**