Chipflation Is the Inflation Driver Markets Are Missing, Binance Research Warns

Binance Research has flagged “chipflation” as an underpriced inflation driver, warning that DRAM memory prices have climbed roughly sixfold over the past year as artificial intelligence (AI) data centers absorb supply once destined for consumer devices. The research firm argues that markets have priced in easing energy costs while overlooking a structural squeeze in the
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