Amid ongoing debates about whether supply is slowly meeting demand in the HBM market, which is critical for AI data centers, major ETFs have experienced consecutive outflows for the past four weeks. $SOXX fell 7.35% today, while $DRAM dropped 10%. This outflow from ETFs has also caused a pullback in the companies within them:


SOXX
$MU: -%8,9
$AMD: -%8,7
$AMAT: -%10,0
$INTC: -%10,0
$AVGO : -%3,0
$NVDA: -%1,7
$QCOM : -%3,2
DRAM
$SKHY: -%9,0
$MU: -%8,9
Samsung Electronics: -%6,9
$WDC: -%5,4
$ASML: -%4,1
SOXX-4.90%
DRAM-5.94%
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