AI panic won't hurt chip sales: TL20 down 4% Monday but still up 53% this year
TiernanRayTech · x · 2026-09-15
Tiernan Ray notes the semiconductor selloff on Monday dragged the AI-heavy TL20 index down 4%, though the group remains up 53% for the year. He argues the "Masters of the Universe" will keep buying chips from Nvidia and others for the AI arms race — AI panic won't hurt chip sales.
He also contends Washington lacks the will to regulate AI, and that labs like Anthropic and OpenAI are so puffed up with self-importance that their blog posts offer little guidance on what to actually worry about. Expect business as usual for AI chip makers; meanwhile GSI Technology is looking to revive the edge AI chip market.
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