3 Reasons Why the Chip Stock Rally Is Over - For Now

1. Semiconductors face challenges, including supply chain issues and geopolitical tensions. 2. The dismantling of the CHIPS Act may harm funding for U.S. semiconductor firms. 3. DeepSeek's AI breakthrough threatens Nvidia's market dominance and investor confidence. 4. New tariffs could raise production costs and create pricing pressures for U.S. firms. 5. Talent shortages and capital intensity complicate the semiconductor sector's recovery.