$Advanced Semiconductor Engineering(ASX.US) and $Lam Research(LRCX.US) both fell 7-8% today, leading the decline in the packaging & testing and equipment sectors. Samsung's earnings report failed to meet market's high expectations for AI demand, compounded by DeepSeek's plans to develop its own AI inference chips and Meta's reported opening of computing power to external parties. The market is starting to question the long-term demand for high-end AI chips again. Analog giants like $Texas Instruments(TXN.US) and $ON Semiconductor(ON.US) saw milder declines of 3-4%. This wave doesn't seem like a fundamental issue; it's more like valuations got too expensive, and expectations for returns on AI capital expenditures have been discounted. The segments that surged the most earlier are taking the first hit.