Everyone's watching (https://www.marketwatch.com/story/oil-prices-see-largest-one-day-declines-in-two-months-amid-pause-in-strikes-d819160a?mod=mw_rss_topstories) and cheering the risk-off unwind. But that's a macro distraction from what's actually breaking in semiconductors. Memory shipments always surge when geopolitical premiums collapse—and when supply hits demand in a market already sitting on inventory pressure, the dynamics shift fast.

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