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Equipment self-sufficiency at 35%, 100x memory endurance, DeepSeek's HBM claim — China's self-sufficiency curve bent all at once
As slowdown rhetoric knocked SOXL 17% and SK Hynix ADR 7.6%, Korea's August chip exports jumped 203% YoY, TSMC's August revenue crossed NT$500B, and CoWoS 2027 capacity was revised up — the first three-day window where narrative and shipments split cleanly
The AI slowdown warning erased market cap, but the physical inventory pointed the other way
Vera Rubin has not shipped at scale — yet three continents and six firms have already booked it as the standard