سهام تراشه یک بازی ایمن هوش مصنوعی بود. اکنون آنها به تجارت درد بازار تبدیل شده اند.

Chip stocks were a safe AI play. Now they’ve turned into the market’s pain trade.

A slowdown in the pace of AI development wouldn’t necessary dent spending, but there are other reasons semiconductor investors may want to take a measured approach.