Episode Details
Back to EpisodesChipflation: today’s leg of market leadership (July 13, 2026)
Published 1 month, 3 weeks ago
Description
In this episode of Market Matters, Julia Hermann and Michael LoGalbo discuss “chipflation,” the shift from compute to memory in AI market leadership, and what rising semiconductor prices may mean for hyperscalers, chipmakers, and portfolio diversification.