The "Semi-Apocalypse": Market Panic, Enterprise AI, and the 2028 GPU Glut Theory

In the latest episode of "The Circuit" based on the transcript provided in the file "ben-jay (12).txt", hosts Ben Beheron and Jay Goldberg cover a wide spectrum of technology and semiconductor news, opening with a discussion on the unexpected shortage of Apple's premium polishing cloths, which Ben argues are uniquely necessary for cleaning new nano-textured touchscreen devices. The core of the conversation analyzes a recent, massive sell-off in semiconductor stocks—dubbed the "semi-apocalypse"—…

Source: The Circuit, published 2026-11-09. The summary is the Hub's own; the full story is at the source. Report a rights or accuracy concern