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JiniSearches
The Economics of Chipflation
When you spend your days analyzing financial data, turnover reports, and e-commerce margins, you start to notice when the numbers in a supply chain stop making sense. Right now, the consumer tech market is flashing massive red warning signs.
For decades, technology got cheaper and faster every year. But in 2026, we are seeing the exact opposite.
I just published an independent research deep-dive into a phenomenon called "Chipflation."
Here is what is actually happening behind the scenes:
🚨 AI data centers are devouring the global supply of memory chips (HBM).
🚨 Because AI memory takes 3x the factory space to build, consumer memory production has been choked out.…
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