It seems that there is also an issue with NVIDIA's Veralubin delay that has added fuel to the current decline in semiconductors.

Korean Alpha EN (@korean_alpha_en), Jul 15, 2026, 17:17 UTC

It seems that there is also an issue with NVIDIA's Veralubin delay that has added fuel to the current decline in semiconductors. There have been several rumors of delays regarding NVIDIA's AI server chip Veralubin. Jensen Huang responded to this today. “The reports are not true. Vera Rubin is already in production and will be produced on a massive scale in the future.” Although the claim that the AI server launch was delayed was completely denied, The market doesn't seem to believe that. Since people are showing a lot of interest in semiconductor-related news, it seems that more people a…

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